LRI Investments’s Doximity DOCS Stock Holding History

LRI Investments’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	$10.4K	Sell	502 -280	-36%	-$6.19K	﹤0.01%	944
2026 Q1	$18.2K	Hold	782	–	–	﹤0.01%	717
2025 Q4	$34.6K	Hold	782	–	–	﹤0.01%	607
2025 Q3	$57.2K	Hold	782	–	–	﹤0.01%	528
2025 Q2	$48K	Buy	782 +26	+3%	+$1.45K	﹤0.01%	557
2025 Q1	$43.9K	Hold	756	–	–	﹤0.01%	554
2024 Q4	$40.4K	Sell	756 -500	-40%	-$24.5K	﹤0.01%	555
2024 Q3	$65.4K	Hold	1,256	–	–	0.01%	480
2024 Q2	$35.1K	Buy	1,256 +256	+26%	+$6.75K	﹤0.01%	524
2024 Q1	$26.9K	Buy	+1,000	New	+$28.5K	0.01%	339

Other funds holding DOCS

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's DOCS Position: Q2 2026 in Review

LRI Investments reduced its Doximity (DOCS) stake by 36% in Q2 2026, selling an estimated $6.19K and leaving 502 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

LRI Investments first reported a position in DOCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.4K in Q3 2024. 94 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

LRI Investments held 502 shares of Doximity worth $10.4K as of Q2 2026.
LRI Investments sold 280 Doximity shares in Q2 2026, an estimated $6.19K.
Doximity made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #944 holding.
LRI Investments first reported a position in Doximity in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Doximity position peaked at $65.4K in Q3 2024.
94 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.