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Orion Portfolio Solutions’s Doximity DOCS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.19M Buy
20,547
+2,063
+11% +$130K 0.01% 987
2024
Q4 		$987K Buy
18,484
+12,509
+209% +$612K 0.01% 1065
2024
Q3 		$260K Buy
+5,975
New +$199K ﹤0.01% 1592

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Orion Portfolio Solutions's DOCS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Doximity (DOCS) stake by 11% in Q1 2025, buying an estimated $130K and bringing the position to 20,547 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #987.

Orion Portfolio Solutions first reported a position in DOCS in Q3 2024 and has held it in 3 quarters since. 491 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Orion Portfolio Solutions held 20,547 shares of Doximity worth $1.19M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,063 Doximity shares in Q1 2025, an estimated $130K.
  • Doximity made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #987 holding.
  • Orion Portfolio Solutions first reported a position in Doximity in Q3 2024 and has held it in 3 quarters since.
  • 491 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.