EWM
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Executive Wealth Management’s Doximity DOCS Stock Holding History

Executive Wealth 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
2024
Q4 		$2.24M Sell
41,867
-14,998
-26% -$734K 0.18% 114
2024
Q3 		$2.48M Sell
56,865
-3,771
-6% -$126K 0.19% 109
2024
Q2 		$1.7M Buy
60,636
+13,301
+28% +$351K 0.31% 53
2024
Q1 		$1.25M Buy
+47,335
New +$1.35M 0.11% 119

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Executive Wealth Management's DOCS Position: Q4 2024 in Review

Executive Wealth Management reduced its Doximity (DOCS) stake by 26% in Q4 2024, selling an estimated $734K and leaving 41,867 shares worth $2.24M. The position accounts for 0.18% of the portfolio, ranked #114.

Executive Wealth Management first reported a position in DOCS in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.48M in Q3 2024. 434 funds tracked by Wall St. Rank hold DOCS as of Q4 2024.

  • Executive Wealth Management held 41,867 shares of Doximity worth $2.24M as of Q4 2024.
  • Executive Wealth Management sold 14,998 Doximity shares in Q4 2024, an estimated $734K.
  • Doximity made up 0.18% of Executive Wealth Management's portfolio in Q4 2024, its #114 holding.
  • Executive Wealth Management first reported a position in Doximity in Q1 2024 and has held it in 4 quarters since.
  • Executive Wealth Management's Doximity position peaked at $2.48M in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Doximity as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.