Freestone Capital Holdings’s Doximity DOCS Stock Holding History

Freestone Capital Holdings’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	–	Sell	-24,534	Closed	-$572K	–	644
2026 Q1	$572K	Sell	24,534 -20,190	-45%	-$629K	0.02%	326
2025 Q4	$1.98M	Sell	44,724 -91	-0.2%	-$5.11K	0.06%	179
2025 Q3	$3.28M	Sell	44,815 -2,347	-5%	-$153K	0.1%	133
2025 Q2	$2.89M	Hold	47,162	–	–	0.1%	138
2025 Q1	$2.74M	Sell	47,162 -20	-0%	-$1.26K	0.1%	135
2024 Q4	$2.52M	Hold	47,182	–	–	0.09%	146
2024 Q3	$2.06M	Sell	47,182 -1,484	-3%	-$49.5K	0.07%	164
2024 Q2	$1.36M	Hold	48,666	–	–	0.05%	188
2024 Q1	$1.31M	Hold	48,666	–	–	0.05%	187
2023 Q4	$1.36M	Hold	48,666	–	–	0.06%	178
2023 Q3	$1.03M	Hold	48,666	–	–	0.05%	171
2023 Q2	$1.66M	Hold	48,666	–	–	0.07%	157
2023 Q1	$1.58M	Buy	48,666 +4,244	+10%	+$141K	0.07%	157
2022 Q4	$1.49M	Hold	44,422	–	–	0.07%	158
2022 Q3	$1.34M	Hold	44,422	–	–	0.06%	180
2022 Q2	$1.55M	Buy	44,422 +4,422	+11%	+$174K	0.06%	182
2022 Q1	$2.08M	Buy	+40,000	New	+$2.01M	0.08%	185

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

Freestone Capital Holdings's DOCS Position: Q2 2026 in Review

Freestone Capital Holdings sold out of Doximity (DOCS) in Q2 2026, closing a stake of 24,534 shares — an estimated $572K sold.

Freestone Capital Holdings first reported a position in DOCS in Q1 2022 and held it in 17 quarters. The position peaked at $3.28M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Freestone Capital Holdings reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Freestone Capital Holdings sold 24,534 Doximity shares in Q2 2026, an estimated $572K.
Freestone Capital Holdings first reported a position in Doximity in Q1 2022 and held it in 17 quarters.
Freestone Capital Holdings's Doximity position peaked at $3.28M in Q3 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.