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Mascoma Wealth Management’s Doximity DOCS Stock Holding History

Mascoma Wealth Management’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
2025
Q3 		– Sell
-25
Closed -$1.53K – 465
2025
Q2 		$1.53K Hold
25
– – ﹤0.01% 445
2025
Q1 		$1.45K Hold
25
– – ﹤0.01% 466
2024
Q4 		$1.33K Buy
+25
New +$1.22K ﹤0.01% 486

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mascoma Wealth Management's DOCS Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Doximity (DOCS) in Q3 2025, closing a stake of 25 shares — an estimated $1.53K sold.

Mascoma Wealth Management first reported a position in DOCS in Q4 2024 and held it in 3 quarters. The position peaked at $1.53K in Q2 2025. 499 funds tracked by Wall St. Rank hold DOCS as of Q3 2025.

  • Mascoma Wealth Management reported no remaining Doximity position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 25 Doximity shares in Q3 2025, an estimated $1.53K.
  • Mascoma Wealth Management first reported a position in Doximity in Q4 2024 and held it in 3 quarters.
  • Mascoma Wealth Management's Doximity position peaked at $1.53K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Doximity as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.