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Newbridge Financial Services Group’s Doximity DOCS Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-15
Closed -$664 – 1203
2025
Q4 		$664 Hold
15
– – ﹤0.01% 1102
2025
Q3 		$1.1K Hold
15
– – ﹤0.01% 1178
2025
Q2 		$920 Sell
15
-65
-81% -$3.63K ﹤0.01% 1209
2025
Q1 		$4.64K Sell
80
-6,700
-99% -$423K ﹤0.01% 807
2024
Q4 		$362K Buy
+6,780
New +$332K 0.09% 145
2024
Q2 		– Sell
-1,625
Closed -$43.7K – 1128
2024
Q1 		$43.7K Sell
1,625
-2,385
-59% -$68K 0.02% 420
2023
Q4 		$112K Sell
4,010
-470
-10% -$11.1K 0.05% 259
2023
Q3 		$95.1K Buy
4,480
+325
+8% +$8.87K 0.05% 310
2023
Q2 		$141K Sell
4,155
-425
-9% -$14.2K 0.07% 252
2023
Q1 		$148K Hold
4,580
– – 0.08% 244
2022
Q4 		$154K Buy
4,580
+200
+5% +$6.11K 0.09% 222
2022
Q3 		$132K Sell
4,380
-75
-2% -$2.75K 0.08% 247
2022
Q2 		$155K Sell
4,455
-65
-1% -$2.56K 0.1% 197
2022
Q1 		$235K Sell
4,520
-1,570
-26% -$79K 0.12% 170
2021
Q4 		$305K Sell
6,090
-35
-0.6% -$2.28K 0.14% 148
2021
Q3 		$494K Buy
6,125
+6,025
+6,025% +$441K 0.31% 75
2021
Q2 		$6K Buy
+100
New +$5.61K ﹤0.01% 1077

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Newbridge Financial Services Group's DOCS Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Doximity (DOCS) in Q1 2026, closing a stake of 15 shares — an estimated $664 sold.

Newbridge Financial Services Group first reported a position in DOCS in Q2 2021 and held it in 17 quarters. The position peaked at $494K in Q3 2021. 423 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 15 Doximity shares in Q1 2026, an estimated $664.
  • Newbridge Financial Services Group first reported a position in Doximity in Q2 2021 and held it in 17 quarters.
  • Newbridge Financial Services Group's Doximity position peaked at $494K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.