Dynasty Wealth Management’s Doximity DOCS Stock Holding History

Dynasty 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	–	Sell	-9,504	Closed	-$221K	–	379
2026 Q1	$221K	Buy	+9,504	New	+$296K	﹤0.01%	318

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dynasty Wealth Management's DOCS Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Doximity (DOCS) in Q2 2026, closing a stake of 9,504 shares — an estimated $221K sold.

Dynasty Wealth Management first reported a position in DOCS in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Dynasty Wealth Management reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 9,504 Doximity shares in Q2 2026, an estimated $221K.
Dynasty Wealth Management first reported a position in Doximity in Q1 2026 and held it in 1 quarter.
Dynasty Wealth Management's Doximity position peaked at $221K in Q1 2026.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.