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Lebenthal Global Advisors’s Doximity DOCS Stock Holding History

Lebenthal Global 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
2025
Q2 		– Sell
-6,697
Closed -$389K – 194
2025
Q1 		$389K Buy
6,697
+517
+8% +$32.6K 0.07% 151
2024
Q4 		$330K Buy
+6,180
New +$303K 0.06% 170

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lebenthal Global Advisors's DOCS Position: Q2 2025 in Review

Lebenthal Global Advisors sold out of Doximity (DOCS) in Q2 2025, closing a stake of 6,697 shares — an estimated $389K sold.

Lebenthal Global Advisors first reported a position in DOCS in Q4 2024 and held it in 2 quarters. The position peaked at $389K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

  • Lebenthal Global Advisors reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 6,697 Doximity shares in Q2 2025, an estimated $389K.
  • Lebenthal Global Advisors first reported a position in Doximity in Q4 2024 and held it in 2 quarters.
  • Lebenthal Global Advisors's Doximity position peaked at $389K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on Lebenthal Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.