High Note Wealth’s Doximity DOCS Stock Holding History

High Note Wealth’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	–	Sell	-54	Closed	-$2.39K	–	956
2025 Q4	$2.39K	Sell	54 -7	-11%	-$393	﹤0.01%	713
2025 Q3	$4.46K	Sell	61 -11	-15%	-$717	﹤0.01%	523
2025 Q2	$4.42K	Buy	+72	New	+$4.02K	﹤0.01%	479

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

High Note Wealth's DOCS Position: Q1 2026 in Review

High Note Wealth sold out of Doximity (DOCS) in Q1 2026, closing a stake of 54 shares — an estimated $2.39K sold.

High Note Wealth first reported a position in DOCS in Q2 2025 and held it in 3 quarters. The position peaked at $4.46K in Q3 2025. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

High Note Wealth reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 54 Doximity shares in Q1 2026, an estimated $2.39K.
High Note Wealth first reported a position in Doximity in Q2 2025 and held it in 3 quarters.
High Note Wealth's Doximity position peaked at $4.46K in Q3 2025.
423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.