Essential Partners’s Doximity DOCS Stock Holding History

Essential Partners’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 Q3	$9.32K	Buy	329 +265	+414%	+$6.4K	﹤0.01%	1232
2026 Q2	$1.33K	Sell	64 -8,916	-99%	-$197K	﹤0.01%	2122
2026 Q1	$209K	Buy	8,980 +8,954	+34,438%	+$279K	0.07%	286
2025 Q4	$1.15K	Sell	26 -261	-91%	-$14.7K	﹤0.01%	1984
2025 Q3	$21K	Buy	+287	New	+$18.7K	0.01%	875

Other funds holding DOCS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KCM

Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Essential Partners's DOCS Position: Q3 2026 in Review

Essential Partners increased its Doximity (DOCS) stake by 414% in Q3 2026, buying an estimated $6.4K and bringing the position to 329 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Essential Partners first reported a position in DOCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $209K in Q1 2026. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

Essential Partners held 329 shares of Doximity worth $9.32K as of Q3 2026.
Essential Partners bought 265 Doximity shares in Q3 2026, an estimated $6.4K.
Doximity made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1232 holding.
Essential Partners first reported a position in Doximity in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Doximity position peaked at $209K in Q1 2026.
32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.