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Global Financial Private Client’s Doximity DOCS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$348 – 588
2025
Q1 		$348 Buy
6
+5
+500% +$316 ﹤0.01% 1397
2024
Q4 		$53 Buy
+1
New +$49 ﹤0.01% 1576

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Global Financial Private Client's DOCS Position: Q2 2025 in Review

Global Financial Private Client sold out of Doximity (DOCS) in Q2 2025, closing a stake of 6 shares — an estimated $348 sold.

Global Financial Private Client first reported a position in DOCS in Q4 2024 and held it in 2 quarters. The position peaked at $348 in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

  • Global Financial Private Client reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Doximity shares in Q2 2025, an estimated $348.
  • Global Financial Private Client first reported a position in Doximity in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Doximity position peaked at $348 in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.