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DOCS icon

Greenleaf Trust’s Doximity DOCS Stock Holding History

Greenleaf Trust’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
-4,361
Closed -$319K – 830
2025
Q3 		$319K Sell
4,361
-121
-3% -$7.89K ﹤0.01% 621
2025
Q2 		$275K Sell
4,482
-10
-0.2% -$558 ﹤0.01% 661
2025
Q1 		$261K Buy
4,492
+230
+5% +$14.5K ﹤0.01% 688
2024
Q4 		$228K Buy
+4,262
New +$209K ﹤0.01% 746

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenleaf Trust's DOCS Position: Q4 2025 in Review

Greenleaf Trust sold out of Doximity (DOCS) in Q4 2025, closing a stake of 4,361 shares — an estimated $319K sold.

Greenleaf Trust first reported a position in DOCS in Q4 2024 and held it in 4 quarters. The position peaked at $319K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Greenleaf Trust reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Greenleaf Trust sold 4,361 Doximity shares in Q4 2025, an estimated $319K.
  • Greenleaf Trust first reported a position in Doximity in Q4 2024 and held it in 4 quarters.
  • Greenleaf Trust's Doximity position peaked at $319K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.