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JFS Wealth Advisors’s Doximity DOCS Stock Holding History

JFS Wealth Advisors’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 		– Sell
-19
Closed -$842 – 1909
2025
Q4 		$842 Sell
19
-11
-37% -$617 ﹤0.01% 1732
2025
Q3 		$2.19K Hold
30
– – ﹤0.01% 1417
2025
Q2 		$1.84K Buy
30
+7
+30% +$391 ﹤0.01% 1412
2025
Q1 		$1.33K Buy
23
+8
+53% +$505 ﹤0.01% 1591
2024
Q4 		$801 Buy
+15
New +$734 ﹤0.01% 1709

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JFS Wealth Advisors's DOCS Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Doximity (DOCS) in Q1 2026, closing a stake of 19 shares — an estimated $842 sold.

JFS Wealth Advisors first reported a position in DOCS in Q4 2024 and held it in 5 quarters. The position peaked at $2.19K in Q3 2025. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 19 Doximity shares in Q1 2026, an estimated $842.
  • JFS Wealth Advisors first reported a position in Doximity in Q4 2024 and held it in 5 quarters.
  • JFS Wealth Advisors's Doximity position peaked at $2.19K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.