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EFG Asset Management’s Doximity DOCS Stock Holding History

EFG Asset 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
2025
Q3 		$4.72M Sell
64,486
-8,911
-12% -$581K 0.61% 63
2025
Q2 		$4.5M Buy
73,397
+29,240
+66% +$1.63M 0.64% 61
2025
Q1 		$2.56M Sell
44,157
-13,763
-24% -$869K 0.43% 96
2024
Q4 		$3.09M Sell
57,920
-9,056
-14% -$443K 0.42% 92
2024
Q3 		$2.92M Sell
66,976
-15,371
-19% -$513K 0.49% 74
2024
Q2 		$2.3M Buy
82,347
+29,566
+56% +$780K 0.4% 96
2024
Q1 		$1.42M Buy
+52,781
New +$1.5M 0.25% 160
2023
Q3 		– Sell
-85,302
Closed -$2.9M – 197
2023
Q2 		$2.9M Buy
85,302
+927
+1% +$30.9K 0.62% 53
2023
Q1 		$2.73M Buy
84,375
+4,053
+5% +$134K 0.6% 57
2022
Q4 		$2.72M Buy
80,322
+8,472
+12% +$259K 0.61% 60
2022
Q3 		$2.17M Buy
71,850
+1,555
+2% +$57K 0.5% 65
2022
Q2 		$2.44M Sell
70,295
-9,015
-11% -$355K 0.51% 65
2022
Q1 		$4.13M Buy
79,310
+20,706
+35% +$1.04M 0.62% 53
2021
Q4 		$2.94M Buy
+58,604
New +$3.81M 0.38% 74

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EFG Asset Management's DOCS Position: Q3 2025 in Review

EFG Asset Management reduced its Doximity (DOCS) stake by 12% in Q3 2025, selling an estimated $581K and leaving 64,486 shares worth $4.72M. The position accounts for 0.61% of the portfolio, ranked #63.

EFG Asset Management first reported a position in DOCS in Q4 2021 and has held it in 14 quarters since. 499 funds tracked by Wall St. Rank hold DOCS as of Q3 2025.

  • EFG Asset Management held 64,486 shares of Doximity worth $4.72M as of Q3 2025.
  • EFG Asset Management sold 8,911 Doximity shares in Q3 2025, an estimated $581K.
  • Doximity made up 0.61% of EFG Asset Management's portfolio in Q3 2025, its #63 holding.
  • EFG Asset Management first reported a position in Doximity in Q4 2021 and has held it in 14 quarters since.
  • 499 funds tracked by Wall St. Rank held Doximity as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.