JIC
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Joel Isaacson & Co’s Doximity DOCS Stock Holding History

Joel Isaacson & Co’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
-4,000
Closed -$293K – 466
2025
Q3 		$293K Hold
4,000
– – 0.01% 355
2025
Q2 		$245K Hold
4,000
– – 0.01% 373
2025
Q1 		$232K Sell
4,000
-1,000
-20% -$63.1K 0.01% 355
2024
Q4 		$267K Buy
+5,000
New +$245K 0.01% 315

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

Joel Isaacson & Co's DOCS Position: Q4 2025 in Review

Joel Isaacson & Co sold out of Doximity (DOCS) in Q4 2025, closing a stake of 4,000 shares — an estimated $293K sold.

Joel Isaacson & Co first reported a position in DOCS in Q4 2024 and held it in 4 quarters. The position peaked at $293K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Joel Isaacson & Co reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 4,000 Doximity shares in Q4 2025, an estimated $293K.
  • Joel Isaacson & Co first reported a position in Doximity in Q4 2024 and held it in 4 quarters.
  • Joel Isaacson & Co's Doximity position peaked at $293K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Joel Isaacson & Co's 13F filing for Q4 2025, filed 30 Jan 2026.