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NewSquare Capital’s Doximity DOCS Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-11
Closed -$675 – 454
2025
Q2 		$675 Sell
11
-24
-69% -$1.34K ﹤0.01% 1104
2025
Q1 		$2.03K Buy
+35
New +$2.21K ﹤0.01% 843
2023
Q3 		– Sell
-6
Closed -$204 – 662
2023
Q2 		$204 Hold
6
– – ﹤0.01% 758
2023
Q1 		$194 Hold
6
– – ﹤0.01% 793
2022
Q4 		$201 Buy
+6
New +$183 ﹤0.01% 734

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NewSquare Capital's DOCS Position: Q3 2025 in Review

NewSquare Capital sold out of Doximity (DOCS) in Q3 2025, closing a stake of 11 shares — an estimated $675 sold.

NewSquare Capital first reported a position in DOCS in Q4 2022 and held it in 5 quarters. The position peaked at $2.03K in Q1 2025. 499 funds tracked by Wall St. Rank hold DOCS as of Q3 2025.

  • NewSquare Capital reported no remaining Doximity position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 11 Doximity shares in Q3 2025, an estimated $675.
  • NewSquare Capital first reported a position in Doximity in Q4 2022 and held it in 5 quarters.
  • NewSquare Capital's Doximity position peaked at $2.03K in Q1 2025.
  • 499 funds tracked by Wall St. Rank held Doximity as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.