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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Freestone Capital Holdings's DOCS Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Doximity (DOCS) stake by 45% in Q1 2026, selling an estimated $629K and leaving 24,534 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #326.

Freestone Capital Holdings first reported a position in DOCS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.28M in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Freestone Capital Holdings held 24,534 shares of Doximity worth $572K as of Q1 2026.
Freestone Capital Holdings sold 20,190 Doximity shares in Q1 2026, an estimated $629K.
Doximity made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #326 holding.
Freestone Capital Holdings first reported a position in Doximity in Q1 2022 and has held it in 17 quarters since.
Freestone Capital Holdings's Doximity position peaked at $3.28M in Q3 2025.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.