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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
Q2 		$5.18K Hold
250
– – ﹤0.01% 763
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 $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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JPL Wealth Management's DOCS Position: Q2 2026 in Review

JPL Wealth Management held its Doximity (DOCS) position steady in Q2 2026 at 250 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

JPL Wealth Management first reported a position in DOCS in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.3K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • JPL Wealth Management held 250 shares of Doximity worth $5.18K as of Q2 2026.
  • JPL Wealth Management left its Doximity share count unchanged in Q2 2026.
  • Doximity made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #763 holding.
  • JPL Wealth Management first reported a position in Doximity in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Doximity position peaked at $18.3K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.