IFP Advisors
DOCS icon

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
Q3 		$11.9K Sell
419
-34
-8% -$821 ﹤0.01% 3280
2026
Q2 		$9.4K Sell
453
-238
-34% -$5.26K ﹤0.01% 3438
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% +$1.52K ﹤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% +$9.6K ﹤0.01% 2320
2024
Q2 		$308 Buy
+11
New +$290 ﹤0.01% 3121
2023
Q4 		– Sell
-92
Closed -$1.95K – 3111
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

IFP Advisors's DOCS Position: Q3 2026 in Review

IFP Advisors reduced its Doximity (DOCS) stake by 7.5% in Q3 2026, selling an estimated $821 and leaving 419 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3280.

IFP Advisors first reported a position in DOCS in Q3 2021 and has held it in 19 quarters since. The position peaked at $90.2K in Q2 2025. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • IFP Advisors held 419 shares of Doximity worth $11.9K as of Q3 2026.
  • IFP Advisors sold 34 Doximity shares in Q3 2026, an estimated $821.
  • Doximity made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3280 holding.
  • IFP Advisors first reported a position in Doximity in Q3 2021 and has held it in 19 quarters since.
  • IFP Advisors's Doximity position peaked at $90.2K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.