LPL Financial
DOCS icon

LPL Financial’s Doximity DOCS Stock Holding History

LPL Financial’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 		$767K Sell
36,989
-46,131
-55% -$1.02M ﹤0.01% 4651
2026
Q1 		$1.94M Buy
83,120
+4,630
+6% +$144K ﹤0.01% 3540
2025
Q4 		$3.48M Sell
78,490
-9,837
-11% -$552K ﹤0.01% 2869
2025
Q3 		$6.46M Buy
88,327
+865
+1% +$56.4K ﹤0.01% 2251
2025
Q2 		$5.36M Sell
87,462
-19,763
-18% -$1.1M ﹤0.01% 2246
2025
Q1 		$6.22M Buy
107,225
+31,468
+42% +$1.99M ﹤0.01% 1977
2024
Q4 		$4.04M Buy
75,757
+3,967
+6% +$194K ﹤0.01% 2243
2024
Q3 		$3.13M Buy
71,790
+13,413
+23% +$447K ﹤0.01% 2337
2024
Q2 		$1.63M Buy
58,377
+1,258
+2% +$33.2K ﹤0.01% 2793
2024
Q1 		$1.54M Buy
57,119
+848
+2% +$24.2K ﹤0.01% 2780
2023
Q4 		$1.58M Sell
56,271
-3,230
-5% -$76.3K ﹤0.01% 2641
2023
Q3 		$1.26M Buy
59,501
+1,388
+2% +$37.9K ﹤0.01% 2700
2023
Q2 		$1.98M Buy
58,113
+1,635
+3% +$54.4K ﹤0.01% 2262
2023
Q1 		$1.83M Buy
56,478
+9,004
+19% +$299K ﹤0.01% 2214
2022
Q4 		$1.59M Sell
47,474
-918
-2% -$28K ﹤0.01% 2262
2022
Q3 		$1.46M Buy
48,392
+2,055
+4% +$75.3K ﹤0.01% 2226
2022
Q2 		$1.61M Buy
+46,337
New +$1.82M ﹤0.01% 2194
2022
Q1 		– Sell
-19,506
Closed -$978K – 4246
2021
Q4 		$978K Buy
19,506
+6,024
+45% +$392K ﹤0.01% 2680
2021
Q3 		$1.09M Buy
+13,482
New +$986K ﹤0.01% 2545

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

LPL Financial's DOCS Position: Q2 2026 in Review

LPL Financial reduced its Doximity (DOCS) stake by 55% in Q2 2026, selling an estimated $1.02M and leaving 36,989 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #4651.

LPL Financial first reported a position in DOCS in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.46M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • LPL Financial held 36,989 shares of Doximity worth $767K as of Q2 2026.
  • LPL Financial sold 46,131 Doximity shares in Q2 2026, an estimated $1.02M.
  • Doximity made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4651 holding.
  • LPL Financial first reported a position in Doximity in Q3 2021 and has held it in 19 quarters since.
  • LPL Financial's Doximity position peaked at $6.46M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.