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Mark Sheptoff Financial Planning’s Doximity DOCS Stock Holding History

Mark Sheptoff Financial Planning’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
-100
Closed -$4.43K – 528
2025
Q4 		$4.43K Hold
100
– – ﹤0.01% 442
2025
Q3 		$7.32K Hold
100
– – ﹤0.01% 371
2025
Q2 		$6.13K Hold
100
– – ﹤0.01% 385
2025
Q1 		$5.8K Hold
100
– – ﹤0.01% 363
2024
Q4 		$5.34K Hold
100
– – ﹤0.01% 365
2024
Q3 		$4.36K Hold
100
– – ﹤0.01% 370
2024
Q2 		$2.8K Hold
100
– – ﹤0.01% 383
2024
Q1 		$2.69K Hold
100
– – ﹤0.01% 354
2023
Q4 		$2.8K Hold
100
– – ﹤0.01% 350
2023
Q3 		$2.12K Hold
100
– – ﹤0.01% 338
2023
Q2 		$3.4K Hold
100
– – ﹤0.01% 329
2023
Q1 		$3.24K Hold
100
– – ﹤0.01% 326
2022
Q4 		$3.36K Hold
100
– – ﹤0.01% 327
2022
Q3 		$3K Hold
100
– – ﹤0.01% 312
2022
Q2 		$3K Hold
100
– – ﹤0.01% 321
2022
Q1 		$5K Hold
100
– – ﹤0.01% 340
2021
Q4 		$5K Hold
100
– – ﹤0.01% 363
2021
Q3 		$8K Buy
+100
New +$7.31K ﹤0.01% 319

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

Mark Sheptoff Financial Planning's DOCS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Doximity (DOCS) in Q1 2026, closing a stake of 100 shares — an estimated $4.43K sold.

Mark Sheptoff Financial Planning first reported a position in DOCS in Q3 2021 and held it in 18 quarters. The position peaked at $8K in Q3 2021. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Doximity shares in Q1 2026, an estimated $4.43K.
  • Mark Sheptoff Financial Planning first reported a position in Doximity in Q3 2021 and held it in 18 quarters.
  • Mark Sheptoff Financial Planning's Doximity position peaked at $8K in Q3 2021.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.