IAA
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Independent Advisor Alliance’s Doximity DOCS Stock Holding History

Independent Advisor Alliance’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
-3,305
Closed -$242K – 1017
2025
Q3 		$242K Sell
3,305
-479
-13% -$31.2K 0.01% 827
2025
Q2 		$232K Buy
3,784
+110
+3% +$6.14K 0.01% 790
2025
Q1 		$213K Buy
+3,674
New +$232K 0.01% 756

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

Independent Advisor Alliance's DOCS Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Doximity (DOCS) in Q4 2025, closing a stake of 3,305 shares — an estimated $242K sold.

Independent Advisor Alliance first reported a position in DOCS in Q1 2025 and held it in 3 quarters. The position peaked at $242K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,305 Doximity shares in Q4 2025, an estimated $242K.
  • Independent Advisor Alliance first reported a position in Doximity in Q1 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Doximity position peaked at $242K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.