Medallion Wealth Advisors’s Doximity DOCS Stock Holding History

Medallion Wealth Advisors’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	–	Sell	-225	Closed	-$5.24K	–	1239
2026 Q1	$5.24K	Sell	225 -174	-44%	-$5.42K	﹤0.01%	862
2025 Q4	$17.7K	Hold	399	–	–	0.01%	665
2025 Q3	$29.2K	Buy	399 +33	+9%	+$2.15K	0.01%	566
2025 Q2	$21.4K	Hold	366	–	–	0.01%	608
2025 Q1	$20.8K	Buy	366 +141	+63%	+$8.9K	0.01%	565
2024 Q4	$12K	Buy	+225	New	+$11K	0.01%	640

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Medallion Wealth Advisors's DOCS Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Doximity (DOCS) in Q2 2026, closing a stake of 225 shares — an estimated $5.24K sold.

Medallion Wealth Advisors first reported a position in DOCS in Q4 2024 and held it in 6 quarters. The position peaked at $29.2K in Q3 2025. 359 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Medallion Wealth Advisors reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 225 Doximity shares in Q2 2026, an estimated $5.24K.
Medallion Wealth Advisors first reported a position in Doximity in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Doximity position peaked at $29.2K in Q3 2025.
359 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.