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JPL Wealth Management’s Doximity DOCS Stock Holding History

JPL Wealth Management’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 		$5.83K Buy
+250
New +$7.79K ﹤0.01% 653
2025
Q4 		– Sell
-250
Closed -$18.3K – 384
2025
Q3 		$18.3K Buy
+250
New +$16.3K ﹤0.01% 425

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

JPL Wealth Management's DOCS Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Doximity (DOCS) in Q1 2026: 250 shares worth $5.83K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DOCS as recently as Q3 2025.

JPL Wealth Management first reported a position in DOCS in Q3 2025 and has held it in 2 quarters since. The position peaked at $18.3K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • JPL Wealth Management held 250 shares of Doximity worth $5.83K as of Q1 2026.
  • Doximity was a new JPL Wealth Management position in Q1 2026.
  • Doximity made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #653 holding.
  • JPL Wealth Management first reported a position in Doximity in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Doximity position peaked at $18.3K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.