Dogwood Wealth Management’s Doximity DOCS Stock Holding History

Dogwood Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76K	Hold	85	–	–	﹤0.01%	682
2026 Q1	$1.98K	Sell	85 -9	-10%	-$280	﹤0.01%	642
2025 Q4	$4.16K	Hold	94	–	–	﹤0.01%	453
2025 Q3	$6.88K	Hold	94	–	–	﹤0.01%	337
2025 Q2	$5.78K	Buy	94 +14	+18%	+$781	﹤0.01%	398
2025 Q1	$4.64K	Hold	80	–	–	﹤0.01%	247
2024 Q4	$4.27K	Buy	+80	New	+$3.92K	﹤0.01%	210

Other funds holding DOCS

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM