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Independent Financial Group’s Doximity DOCS Stock Holding History

Independent Financial Group’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
-3,444
Closed -$252K – 1424
2025
Q3 		$252K Buy
3,444
+125
+4% +$8.15K 0.01% 1168
2025
Q2 		$204K Buy
+3,319
New +$185K 0.01% 1223

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 Financial Group's DOCS Position: Q4 2025 in Review

Independent Financial Group sold out of Doximity (DOCS) in Q4 2025, closing a stake of 3,444 shares — an estimated $252K sold.

Independent Financial Group first reported a position in DOCS in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Independent Financial Group reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,444 Doximity shares in Q4 2025, an estimated $252K.
  • Independent Financial Group first reported a position in Doximity in Q2 2025 and held it in 2 quarters.
  • Independent Financial Group's Doximity position peaked at $252K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.