NewEdge Wealth’s Doximity DOCS Stock Holding History

NewEdge Wealth’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 Q2	–	Sell	-11,257	Closed	-$262K	–	1243
2026 Q1	$262K	Buy	11,257 +2,109	+23%	+$65.7K	﹤0.01%	1007
2025 Q4	$405K	Sell	9,148 -35	-0.4%	-$1.97K	﹤0.01%	916
2025 Q3	$588K	Buy	+9,183	New	+$599K	0.01%	707

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NewEdge Wealth's DOCS Position: Q2 2026 in Review

NewEdge Wealth sold out of Doximity (DOCS) in Q2 2026, closing a stake of 11,257 shares — an estimated $262K sold.

NewEdge Wealth first reported a position in DOCS in Q3 2025 and held it in 3 quarters. The position peaked at $588K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

NewEdge Wealth reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
NewEdge Wealth sold 11,257 Doximity shares in Q2 2026, an estimated $262K.
NewEdge Wealth first reported a position in Doximity in Q3 2025 and held it in 3 quarters.
NewEdge Wealth's Doximity position peaked at $588K in Q3 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.