EP Wealth Advisors’s Doximity DOCS Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-5,015	Closed	-$222K	–	1521
2025 Q4	$222K	Buy	+5,015	New	+$282K	﹤0.01%	1328

Other funds holding DOCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EP Wealth Advisors's DOCS Position: Q1 2026 in Review

EP Wealth Advisors sold out of Doximity (DOCS) in Q1 2026, closing a stake of 5,015 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in DOCS in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

EP Wealth Advisors reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 5,015 Doximity shares in Q1 2026, an estimated $222K.
EP Wealth Advisors first reported a position in Doximity in Q4 2025 and held it in 1 quarter.
EP Wealth Advisors's Doximity position peaked at $222K in Q4 2025.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.