IWA
DOCS icon

Icon Wealth Advisors’s Doximity DOCS Stock Holding History

Icon Wealth Advisors’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
-2,207
Closed -$161K – 435
2025
Q3 		$161K Buy
2,207
+9
+0.4% +$587 0.01% 407
2025
Q2 		$135K Sell
2,198
-19
-0.9% -$1.06K 0.01% 445
2025
Q1 		$129K Sell
2,217
-10
-0.4% -$631 0.01% 434
2024
Q4 		$119K Buy
+2,227
New +$109K 0.01% 470

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Icon Wealth Advisors's DOCS Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Doximity (DOCS) in Q4 2025, closing a stake of 2,207 shares — an estimated $161K sold.

Icon Wealth Advisors first reported a position in DOCS in Q4 2024 and held it in 4 quarters. The position peaked at $161K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,207 Doximity shares in Q4 2025, an estimated $161K.
  • Icon Wealth Advisors first reported a position in Doximity in Q4 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Doximity position peaked at $161K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.