Integrated Wealth Concepts’s Doximity DOCS Stock Holding History

Integrated Wealth Concepts’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 Q2	$249K	Sell	12,019 -2,239	-16%	-$49.5K	﹤0.01%	2097
2026 Q1	$332K	Buy	14,258 +2,225	+18%	+$69.3K	﹤0.01%	1792
2025 Q4	$533K	Sell	12,033 -13,934	-54%	-$782K	0.01%	1059
2025 Q3	$1.9M	Buy	25,967 +8,576	+49%	+$559K	0.02%	693
2025 Q2	$1.07M	Sell	17,391 -13,796	-44%	-$770K	0.01%	890
2025 Q1	$1.81M	Buy	31,187 +17,807	+133%	+$1.12M	0.02%	604
2024 Q4	$714K	Buy	13,380 +6,318	+89%	+$309K	0.01%	968
2024 Q3	$308K	Buy	+7,062	New	+$236K	﹤0.01%	1325

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Integrated Wealth Concepts's DOCS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Doximity (DOCS) stake by 16% in Q2 2026, selling an estimated $49.5K and leaving 12,019 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Integrated Wealth Concepts first reported a position in DOCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q3 2025. 359 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Integrated Wealth Concepts held 12,019 shares of Doximity worth $249K as of Q2 2026.
Integrated Wealth Concepts sold 2,239 Doximity shares in Q2 2026, an estimated $49.5K.
Doximity made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2097 holding.
Integrated Wealth Concepts first reported a position in Doximity in Q3 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's Doximity position peaked at $1.9M in Q3 2025.
359 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.