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Optimum Investment Advisors’s Doximity DOCS Stock Holding History

Optimum Investment 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
2025
Q3 		$65.8K Hold
900
– – 0.03% 312
2025
Q2 		$55.2K Buy
900
+100
+13% +$5.58K 0.02% 330
2025
Q1 		$46.4K Hold
800
– – 0.02% 347
2024
Q4 		$42.7K Buy
+800
New +$39.2K 0.02% 360

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Optimum Investment Advisors's DOCS Position: Q3 2025 in Review

Optimum Investment Advisors held its Doximity (DOCS) position steady in Q3 2025 at 900 shares worth $65.8K. The position accounts for 0.03% of the portfolio, ranked #312.

Optimum Investment Advisors first reported a position in DOCS in Q4 2024 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold DOCS as of Q3 2025.

  • Optimum Investment Advisors held 900 shares of Doximity worth $65.8K as of Q3 2025.
  • Optimum Investment Advisors left its Doximity share count unchanged in Q3 2025.
  • Doximity made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #312 holding.
  • Optimum Investment Advisors first reported a position in Doximity in Q4 2024 and has held it in 4 quarters since.
  • 499 funds tracked by Wall St. Rank held Doximity as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.