Janney Montgomery Scott
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Janney Montgomery Scott’s Doximity DOCS Stock Holding History

Janney Montgomery Scott’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 		$338K Sell
14,507
-819
-5% -$25.5K ﹤0.01% 2303
2025
Q4 		$679K Sell
15,326
-1,998
-12% -$112K ﹤0.01% 1995
2025
Q3 		$1.27M Sell
17,324
-323
-2% -$21.1K ﹤0.01% 1556
2025
Q2 		$1.08M Sell
17,647
-435
-2% -$24.3K ﹤0.01% 1538
2025
Q1 		$1.05M Sell
18,082
-465
-3% -$29.4K ﹤0.01% 1509
2024
Q4 		$990K Sell
18,547
-678
-4% -$33.2K ﹤0.01% 1536
2024
Q3 		$838K Sell
19,225
-366
-2% -$12.2K ﹤0.01% 1622
2024
Q2 		$548K Sell
19,591
-1,211
-6% -$31.9K ﹤0.01% 1816
2024
Q1 		$560K Buy
20,802
+3,086
+17% +$88K ﹤0.01% 1912
2023
Q4 		$497K Sell
17,716
-2,814
-14% -$66.5K ﹤0.01% 1902
2023
Q3 		$436K Sell
20,530
-3,591
-15% -$98K ﹤0.01% 1871
2023
Q2 		$821K Sell
24,121
-1,100
-4% -$36.6K ﹤0.01% 1539
2023
Q1 		$817K Buy
25,221
+3,427
+16% +$114K ﹤0.01% 1426
2022
Q4 		$731K Sell
21,794
-1,042
-5% -$31.8K ﹤0.01% 1538
2022
Q3 		$690K Buy
22,836
+6,283
+38% +$230K ﹤0.01% 1494
2022
Q2 		$576K Buy
+16,553
New +$652K ﹤0.01% 1535

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T 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