Morse Asset Management’s Doximity DOCS Stock Holding History

Morse Asset 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 Q2	–	Sell	-263	Closed	-$15.3K	–	368
2025 Q1	$15.3K	Sell	263 -552	-68%	-$34.9K	﹤0.01%	229
2024 Q4	$43.5K	Sell	815 -230	-22%	-$11.3K	0.01%	211
2024 Q3	$45.5K	Buy	+1,045	New	+$34.9K	0.01%	226
2023 Q3	–	Sell	-11,029	Closed	-$375K	–	133
2023 Q2	$375K	Buy	+11,029	New	+$367K	0.11%	121
2023 Q1	–	Sell	-6,400	Closed	-$215K	–	144
2022 Q4	$215K	Sell	6,400 -500	-7%	-$15.3K	0.08%	126
2022 Q3	$209K	Buy	6,900 +100	+1%	+$3.66K	0.08%	126
2022 Q2	$237K	Sell	6,800 -700	-9%	-$27.6K	0.08%	130
2022 Q1	$391K	Sell	7,500 -5,250	-41%	-$264K	0.1%	136
2021 Q4	$639K	Sell	12,750 -4,580	-26%	-$298K	0.14%	109
2021 Q3	$1.4M	Buy	+17,330	New	+$1.27M	0.33%	71

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return