Lodestone Wealth Management’s Doximity DOCS Stock Holding History

Lodestone 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	–	Sell	-27	Closed	-$1.2K	–	788
2025 Q4	$1.2K	Buy	+27	New	+$1.52K	﹤0.01%	723

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Lodestone Wealth Management sold out of Doximity (DOCS) in Q1 2026, closing a stake of 27 shares — an estimated $1.2K sold.

Lodestone Wealth Management first reported a position in DOCS in Q4 2025 and held it in 1 quarter. The position peaked at $1.2K in Q4 2025. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Lodestone Wealth Management reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
Lodestone Wealth Management sold 27 Doximity shares in Q1 2026, an estimated $1.2K.
Lodestone Wealth Management first reported a position in Doximity in Q4 2025 and held it in 1 quarter.
Lodestone Wealth Management's Doximity position peaked at $1.2K in Q4 2025.
423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.