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Lifestyle Asset Management’s Doximity DOCS Stock Holding History

Lifestyle Asset 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 		– Sell
-7,083
Closed -$314K – 142
2025
Q4 		$314K Buy
7,083
+396
+6% +$22.2K 0.1% 109
2025
Q3 		$489K Buy
6,687
+375
+6% +$24.5K 0.17% 82
2025
Q2 		$387K Buy
6,312
+293
+5% +$16.3K 0.18% 80
2025
Q1 		$349K Sell
6,019
-646
-10% -$40.8K 0.19% 68
2024
Q4 		$356K Buy
+6,665
New +$326K 0.19% 70

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

Lifestyle Asset Management's DOCS Position: Q1 2026 in Review

Lifestyle Asset Management sold out of Doximity (DOCS) in Q1 2026, closing a stake of 7,083 shares — an estimated $314K sold.

Lifestyle Asset Management first reported a position in DOCS in Q4 2024 and held it in 5 quarters. The position peaked at $489K in Q3 2025. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Lifestyle Asset Management reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 7,083 Doximity shares in Q1 2026, an estimated $314K.
  • Lifestyle Asset Management first reported a position in Doximity in Q4 2024 and held it in 5 quarters.
  • Lifestyle Asset Management's Doximity position peaked at $489K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.