EverSource Wealth Advisors’s Doximity DOCS Stock Holding History

EverSource 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 Q2	$7.94K	Sell	383 -2,450	-86%	-$54.2K	﹤0.01%	3044
2026 Q1	$66K	Buy	2,833 +2,560	+938%	+$79.8K	﹤0.01%	1689
2025 Q4	$12.1K	Sell	273 -364	-57%	-$20.4K	﹤0.01%	2703
2025 Q3	$46.6K	Buy	637 +114	+22%	+$7.43K	﹤0.01%	1764
2025 Q2	$32.1K	Buy	523 +139	+36%	+$7.75K	﹤0.01%	1932
2025 Q1	$22.3K	Buy	384 +72	+23%	+$4.55K	﹤0.01%	1635
2024 Q4	$16.7K	Buy	312 +90	+41%	+$4.41K	﹤0.01%	1726
2024 Q3	$9.67K	Buy	222 +56	+34%	+$1.87K	﹤0.01%	1887
2024 Q2	$4.65K	Buy	166 +92	+124%	+$2.43K	﹤0.01%	2247
2024 Q1	$1.8K	Buy	74 +24	+48%	+$684	﹤0.01%	2421
2023 Q4	$1.4K	Hold	50	–	–	﹤0.01%	2288
2023 Q3	$1.06K	Sell	50 -123	-71%	-$3.36K	﹤0.01%	2179
2023 Q2	$5.88K	Hold	173	–	–	﹤0.01%	1665
2023 Q1	$5.6K	Buy	+173	New	+$5.74K	﹤0.01%	1603

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

EverSource Wealth Advisors's DOCS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Doximity (DOCS) stake by 86% in Q2 2026, selling an estimated $54.2K and leaving 383 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

EverSource Wealth Advisors first reported a position in DOCS in Q1 2023 and has held it in 14 quarters since. The position peaked at $66K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

EverSource Wealth Advisors held 383 shares of Doximity worth $7.94K as of Q2 2026.
EverSource Wealth Advisors sold 2,450 Doximity shares in Q2 2026, an estimated $54.2K.
Doximity made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3044 holding.
EverSource Wealth Advisors first reported a position in Doximity in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Doximity position peaked at $66K in Q1 2026.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.