Mackenzie Financial
DOCS icon

Mackenzie Financial’s Doximity DOCS Stock Holding History

Mackenzie 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 		$547K Buy
23,485
+4,220
+22% +$131K ﹤0.01% 1204
2025
Q4 		$857K Sell
19,265
-68,343
-78% -$3.84M ﹤0.01% 1097
2025
Q3 		$6.41M Buy
+87,608
New +$5.71M 0.01% 582
2025
Q2 		– Sell
-26,281
Closed -$1.53M – 1736
2025
Q1 		$1.53M Sell
26,281
-107,521
-80% -$6.79M ﹤0.01% 858
2024
Q4 		$7.14M Buy
+133,802
New +$6.55M 0.01% 517
2024
Q2 		– Sell
-142,868
Closed -$3.84M – 1562
2024
Q1 		$3.84M Sell
142,868
-70,327
-33% -$2M 0.01% 598
2023
Q4 		$5.98M Buy
213,195
+99,599
+88% +$2.35M 0.01% 526
2023
Q3 		$2.42M Buy
113,596
+94,898
+508% +$2.59M ﹤0.01% 674
2023
Q2 		$616K Sell
18,698
-1,645
-8% -$54.8K ﹤0.01% 961
2023
Q1 		$659K Buy
20,343
+8,414
+71% +$279K ﹤0.01% 947
2022
Q4 		$400K Buy
+11,929
New +$364K ﹤0.01% 1003

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T 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