IFP Advisors’s Doximity DOCS Stock Holding History

IFP 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
2026 Q1	$16.1K	Buy	691 +212	+44%	+$6.61K	﹤0.01%	2896
2025 Q4	$21.2K	Buy	479 +400	+506%	+$22.5K	﹤0.01%	2696
2025 Q3	$5.78K	Sell	79 -1,391	-95%	-$90.7K	﹤0.01%	3167
2025 Q2	$90.2K	Buy	1,470 +118	+9%	+$6.58K	﹤0.01%	1692
2025 Q1	$78.5K	Buy	1,352 +24	+2%	+$1.51K	﹤0.01%	1663
2024 Q4	$70.9K	Buy	1,328 +1,029	+344%	+$50.4K	﹤0.01%	1651
2024 Q3	$13K	Buy	299 +288	+2,618%	+$9.61K	﹤0.01%	2320
2024 Q2	$308	Buy	+11	New	+$290	﹤0.01%	3121
2023 Q4	–	Sell	-92	Closed	-$1.95K	–	3112
2023 Q3	$1.95K	Sell	92 -8	-8%	-$218	﹤0.01%	2846
2023 Q2	$3.4K	Buy	100 +84	+525%	+$2.8K	﹤0.01%	2675
2023 Q1	$848	Hold	16	–	–	﹤0.01%	3111
2022 Q4	$1K	Sell	16 -34	-68%	-$1.04K	﹤0.01%	4324
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	4014
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	3765
2022 Q1	$5K	Buy	50 +40	+400%	+$2.01K	﹤0.01%	3765
2021 Q4	$1K	Sell	10 -100	-91%	-$6.51K	﹤0.01%	2978
2021 Q3	$9K	Buy	+110	New	+$8.04K	﹤0.01%	2314

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