FFM
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Forum Financial Management’s Doximity DOCS Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-3,416
Closed -$250K – 1026
2025
Q3 		$250K Sell
3,416
-275
-7% -$17.9K ﹤0.01% 838
2025
Q2 		$226K Buy
+3,691
New +$206K ﹤0.01% 833

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's DOCS Position: Q4 2025 in Review

Forum Financial Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 3,416 shares — an estimated $250K sold.

Forum Financial Management first reported a position in DOCS in Q2 2025 and held it in 2 quarters. The position peaked at $250K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Forum Financial Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,416 Doximity shares in Q4 2025, an estimated $250K.
  • Forum Financial Management first reported a position in Doximity in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Doximity position peaked at $250K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.