Hantz Financial Services’s Doximity DOCS Stock Holding History

Hantz Financial Services’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	$196K	Buy	8,413 +5,574	+196%	+$174K	﹤0.01%	999
2025 Q4	$126K	Buy	2,839 +1,385	+95%	+$77.7K	﹤0.01%	1048
2025 Q3	$106K	Buy	1,454 +1,001	+221%	+$65.3K	﹤0.01%	951
2025 Q2	$28K	Buy	453 +271	+149%	+$15.1K	﹤0.01%	1147
2025 Q1	$11K	Buy	182 +169	+1,300%	+$10.7K	﹤0.01%	933
2024 Q4	$1K	Hold	13	–	–	﹤0.01%	1029
2024 Q3	$1K	Hold	13	–	–	﹤0.01%	1015
2024 Q2	$0	Sell	13 -76	-85%	-$2K	﹤0.01%	1097
2024 Q1	$2K	Sell	89 -7,614	-99%	-$217K	﹤0.01%	1052
2023 Q4	$216K	Buy	7,703 +282	+4%	+$6.66K	﹤0.01%	554
2023 Q3	$157K	Buy	7,421 +734	+11%	+$20K	﹤0.01%	563
2023 Q2	$227K	Buy	6,687 +220	+3%	+$7.33K	0.01%	531
2023 Q1	$209K	Buy	6,467 +1,982	+44%	+$65.8K	0.01%	539
2022 Q4	$151K	Buy	4,485 +2,364	+111%	+$72.2K	﹤0.01%	554
2022 Q3	$64K	Buy	2,121 +260	+14%	+$9.53K	﹤0.01%	576
2022 Q2	$65K	Buy	+1,861	New	+$73.3K	﹤0.01%	576

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments

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

William Blair Investment Management

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

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

Renaissance Technologies

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