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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's DOCS Position: Q1 2026 in Review

LPL Financial increased its Doximity (DOCS) stake by 5.9% in Q1 2026, buying an estimated $144K and bringing the position to 83,120 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

LPL Financial first reported a position in DOCS in Q3 2021 and has held it in 18 quarters since. The position peaked at $6.46M in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • LPL Financial held 83,120 shares of Doximity worth $1.94M as of Q1 2026.
  • LPL Financial bought 4,630 Doximity shares in Q1 2026, an estimated $144K.
  • Doximity made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3540 holding.
  • LPL Financial first reported a position in Doximity in Q3 2021 and has held it in 18 quarters since.
  • LPL Financial's Doximity position peaked at $6.46M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.