Envestnet Asset Management
DOCS icon

Envestnet Asset Management’s Doximity DOCS Stock Holding History

Envestnet 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
2026
Q2 		$1.24M Sell
59,928
-64,378
-52% -$1.42M ﹤0.01% 3487
2026
Q1 		$2.9M Sell
124,306
-7,227
-5% -$225K ﹤0.01% 2735
2025
Q4 		$5.82M Sell
131,533
-6,335
-5% -$356K ﹤0.01% 2073
2025
Q3 		$10.1M Buy
137,868
+1,018
+0.7% +$66.4K ﹤0.01% 1761
2025
Q2 		$8.39M Sell
136,850
-24,023
-15% -$1.34M ﹤0.01% 1847
2025
Q1 		$9.34M Sell
160,873
-2,032
-1% -$128K ﹤0.01% 1709
2024
Q4 		$8.7M Buy
162,905
+27,001
+20% +$1.32M ﹤0.01% 1740
2024
Q3 		$5.92M Sell
135,904
-12,680
-9% -$423K ﹤0.01% 1994
2024
Q2 		$4.16M Buy
148,584
+21,005
+16% +$554K ﹤0.01% 2153
2024
Q1 		$3.43M Sell
127,579
-7,688
-6% -$219K ﹤0.01% 2234
2023
Q4 		$3.79M Sell
135,267
-21,450
-14% -$507K ﹤0.01% 2072
2023
Q3 		$3.33M Buy
156,717
+27,468
+21% +$750K ﹤0.01% 2078
2023
Q2 		$4.4M Buy
129,249
+16,143
+14% +$538K ﹤0.01% 1777
2023
Q1 		$3.66M Buy
113,106
+11,120
+11% +$369K ﹤0.01% 1818
2022
Q4 		$3.42M Sell
101,986
-8,683
-8% -$265K ﹤0.01% 1819
2022
Q3 		$3.34M Buy
110,669
+9,433
+9% +$346K ﹤0.01% 1756
2022
Q2 		$3.52M Buy
101,236
+71,940
+246% +$2.83M ﹤0.01% 1732
2022
Q1 		$1.53M Sell
29,296
-16,395
-36% -$825K ﹤0.01% 2370
2021
Q4 		$2.29M Buy
45,691
+42,014
+1,143% +$2.74M ﹤0.01% 2074
2021
Q3 		$297K Buy
+3,677
New +$269K ﹤0.01% 3299

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management's DOCS Position: Q2 2026 in Review

Envestnet Asset Management reduced its Doximity (DOCS) stake by 52% in Q2 2026, selling an estimated $1.42M and leaving 59,928 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Envestnet Asset Management first reported a position in DOCS in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Envestnet Asset Management held 59,928 shares of Doximity worth $1.24M as of Q2 2026.
  • Envestnet Asset Management sold 64,378 Doximity shares in Q2 2026, an estimated $1.42M.
  • Doximity made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3487 holding.
  • Envestnet Asset Management first reported a position in Doximity in Q3 2021 and has held it in 20 quarters since.
  • Envestnet Asset Management's Doximity position peaked at $10.1M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.