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Kestra Advisory Services’s Doximity DOCS Stock Holding History

Kestra Advisory Services’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
-1,962
Closed -$86.9K – 3432
2025
Q4 		$86.9K Buy
+1,962
New +$110K ﹤0.01% 3542
2025
Q2 		– Sell
-2,340
Closed -$136K – 2864
2025
Q1 		$136K Buy
+2,340
New +$148K ﹤0.01% 2551
2023
Q3 		– Sell
-8,472
Closed -$288K – 2137
2023
Q2 		$288K Buy
8,472
+1,973
+30% +$65.7K ﹤0.01% 1646
2023
Q1 		$210K Sell
6,499
-10,149
-61% -$337K ﹤0.01% 1809
2022
Q4 		$559K Buy
16,648
+431
+3% +$13.2K 0.01% 1348
2022
Q3 		$490K Buy
16,217
+993
+7% +$36.4K 0.01% 1327
2022
Q2 		$530K Buy
15,224
+5,555
+57% +$219K 0.01% 1300
2022
Q1 		$504K Buy
9,669
+4,279
+79% +$215K 0.01% 1295
2021
Q4 		$270K Buy
+5,390
New +$351K ﹤0.01% 1660

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

Kestra Advisory Services's DOCS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Doximity (DOCS) in Q1 2026, closing a stake of 1,962 shares — an estimated $86.9K sold.

Kestra Advisory Services first reported a position in DOCS in Q4 2021 and held it in 9 quarters. The position peaked at $559K in Q4 2022. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Kestra Advisory Services reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,962 Doximity shares in Q1 2026, an estimated $86.9K.
  • Kestra Advisory Services first reported a position in Doximity in Q4 2021 and held it in 9 quarters.
  • Kestra Advisory Services's Doximity position peaked at $559K in Q4 2022.
  • 423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.