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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
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

Integrated Wealth Concepts's DOCS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Doximity (DOCS) stake by 18% in Q1 2026, buying an estimated $69.3K and bringing the position to 14,258 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Integrated Wealth Concepts first reported a position in DOCS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Integrated Wealth Concepts held 14,258 shares of Doximity worth $332K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,225 Doximity shares in Q1 2026, an estimated $69.3K.
  • Doximity made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1792 holding.
  • Integrated Wealth Concepts first reported a position in Doximity in Q3 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Doximity position peaked at $1.9M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.