MWM
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Moran Wealth Management’s Doximity DOCS Stock Holding History

Moran 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
Q4 		– Sell
-60,125
Closed -$4.4M – 500
2025
Q3 		$4.4M Sell
60,125
-742
-1% -$48.4K 0.13% 193
2025
Q2 		$3.73M Sell
60,867
-314
-0.5% -$17.5K 0.12% 224
2025
Q1 		$3.55M Sell
61,181
-738
-1% -$46.6K 0.12% 222
2024
Q4 		$3.31M Buy
+61,919
New +$3.03M 0.11% 219

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moran Wealth Management's DOCS Position: Q4 2025 in Review

Moran Wealth Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 60,125 shares — an estimated $4.4M sold.

Moran Wealth Management first reported a position in DOCS in Q4 2024 and held it in 4 quarters. The position peaked at $4.4M in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Moran Wealth Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 60,125 Doximity shares in Q4 2025, an estimated $4.4M.
  • Moran Wealth Management first reported a position in Doximity in Q4 2024 and held it in 4 quarters.
  • Moran Wealth Management's Doximity position peaked at $4.4M in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.