OC
DOCS icon

Oppenheimer & Co’s Doximity DOCS Stock Holding History

Oppenheimer & Co’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
-22,720
Closed -$1.32M – 1625
2025
Q1 		$1.32M Sell
22,720
-7,388
-25% -$467K 0.02% 681
2024
Q4 		$1.61M Sell
30,108
-5,527
-16% -$271K 0.02% 617
2024
Q3 		$1.55M Buy
35,635
+20,740
+139% +$692K 0.02% 629
2024
Q2 		$417K Sell
14,895
-205
-1% -$5.41K 0.01% 1067
2024
Q1 		$406K Sell
15,100
-487
-3% -$13.9K 0.01% 1069
2023
Q4 		$437K Sell
15,587
-634
-4% -$15K 0.01% 1006
2023
Q3 		$344K Buy
16,221
+32
+0.2% +$873 0.01% 1089
2023
Q2 		$551K Sell
16,189
-59
-0.4% -$1.97K 0.01% 933
2023
Q1 		$526K Buy
16,248
+35
+0.2% +$1.16K 0.01% 920
2022
Q4 		$544K Sell
16,213
-231
-1% -$7.05K 0.01% 885
2022
Q3 		$497K Buy
+16,444
New +$603K 0.01% 900

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
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