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NewEdge Advisors’s Doximity DOCS Stock Holding History

NewEdge 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 		$24.8K Sell
1,064
-4,833
-82% -$151K ﹤0.01% 3135
2025
Q4 		$261K Buy
5,897
+4,889
+485% +$274K ﹤0.01% 2409
2025
Q3 		$73.7K Sell
1,008
-80
-7% -$5.22K ﹤0.01% 2709
2025
Q2 		$66.7K Sell
1,088
-5,235
-83% -$292K ﹤0.01% 2577
2025
Q1 		$367K Buy
6,323
+5,437
+614% +$343K ﹤0.01% 1763
2024
Q4 		$47.3K Sell
886
-60
-6% -$2.94K ﹤0.01% 2541
2024
Q3 		$41.2K Sell
946
-803
-46% -$26.8K ﹤0.01% 2499
2024
Q2 		$48.9K Buy
1,749
+358
+26% +$9.44K ﹤0.01% 2353
2024
Q1 		$37.4K Sell
1,391
-7,864
-85% -$224K ﹤0.01% 2408
2023
Q4 		$288K Buy
9,255
+9,003
+3,573% +$213K ﹤0.01% 1557
2023
Q3 		$5.35K Buy
252
+228
+950% +$6.22K ﹤0.01% 2786
2023
Q2 		$816 Buy
+24
New +$799 ﹤0.01% 3276
2023
Q1 		– Sell
-7,103
Closed -$238K – 3593
2022
Q4 		$238K Buy
+7,103
New +$217K 0.01% 1113

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

NewEdge Advisors's DOCS Position: Q1 2026 in Review

NewEdge Advisors reduced its Doximity (DOCS) stake by 82% in Q1 2026, selling an estimated $151K and leaving 1,064 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

NewEdge Advisors first reported a position in DOCS in Q4 2022 and has held it in 13 quarters since. The position peaked at $367K in Q1 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • NewEdge Advisors held 1,064 shares of Doximity worth $24.8K as of Q1 2026.
  • NewEdge Advisors sold 4,833 Doximity shares in Q1 2026, an estimated $151K.
  • Doximity made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3135 holding.
  • NewEdge Advisors first reported a position in Doximity in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Advisors's Doximity position peaked at $367K in Q1 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.