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Family Legacy Financial Solutions’s Doximity DOCS Stock Holding History

Family Legacy Financial Solutions’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 		$358K Sell
17,256
-40,270
-70% -$890K 0.22% 42
2026
Q1 		$1.32M Buy
57,526
+23,657
+70% +$737K 1.07% 21
2025
Q4 		$1.49M Buy
33,869
+7,323
+28% +$411K 1.15% 16
2025
Q3 		$1.94M Buy
26,546
+2,753
+12% +$180K 1.49% 15
2025
Q2 		$1.46M Buy
+23,793
New +$1.33M 1.24% 18

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

Family Legacy Financial Solutions's DOCS Position: Q2 2026 in Review

Family Legacy Financial Solutions reduced its Doximity (DOCS) stake by 70% in Q2 2026, selling an estimated $890K and leaving 17,256 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #42.

Family Legacy Financial Solutions first reported a position in DOCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Family Legacy Financial Solutions held 17,256 shares of Doximity worth $358K as of Q2 2026.
  • Family Legacy Financial Solutions sold 40,270 Doximity shares in Q2 2026, an estimated $890K.
  • Doximity made up 0.22% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #42 holding.
  • Family Legacy Financial Solutions first reported a position in Doximity in Q2 2025 and has held it in 5 quarters since.
  • Family Legacy Financial Solutions's Doximity position peaked at $1.94M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.