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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
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
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

Medallion Wealth Advisors's DOCS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Doximity (DOCS) stake by 44% in Q1 2026, selling an estimated $5.42K and leaving 225 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Medallion Wealth Advisors first reported a position in DOCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.2K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Medallion Wealth Advisors held 225 shares of Doximity worth $5.24K as of Q1 2026.
  • Medallion Wealth Advisors sold 174 Doximity shares in Q1 2026, an estimated $5.42K.
  • Doximity made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #862 holding.
  • Medallion Wealth Advisors first reported a position in Doximity in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Doximity position peaked at $29.2K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.