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Perigon Wealth Management’s Doximity DOCS Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-6,920
Closed -$306K – 1325
2025
Q4 		$306K Sell
6,920
-645
-9% -$36.2K 0.01% 1011
2025
Q3 		$553K Buy
7,565
+630
+9% +$41.1K 0.01% 699
2025
Q2 		$425K Sell
6,935
-92
-1% -$5.13K 0.01% 724
2025
Q1 		$408K Sell
7,027
-2,039
-22% -$129K 0.01% 698
2024
Q4 		$482K Buy
9,066
+161
+2% +$7.88K 0.01% 651
2024
Q3 		$388K Sell
8,905
-6,116
-41% -$204K 0.01% 699
2024
Q2 		$420K Sell
15,021
-577
-4% -$15.2K 0.01% 586
2024
Q1 		$420K Buy
15,598
+676
+5% +$19.3K 0.01% 582
2023
Q4 		$418K Buy
14,922
+1,596
+12% +$37.7K 0.01% 556
2023
Q3 		$283K Sell
13,326
-25
-0.2% -$682 0.01% 609
2023
Q2 		$454K Buy
13,351
+24
+0.2% +$799 0.02% 482
2023
Q1 		$432K Buy
+13,327
New +$442K 0.02% 425

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Perigon Wealth Management's DOCS Position: Q1 2026 in Review

Perigon Wealth Management sold out of Doximity (DOCS) in Q1 2026, closing a stake of 6,920 shares — an estimated $306K sold.

Perigon Wealth Management first reported a position in DOCS in Q1 2023 and held it in 12 quarters. The position peaked at $553K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Perigon Wealth Management reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 6,920 Doximity shares in Q1 2026, an estimated $306K.
  • Perigon Wealth Management first reported a position in Doximity in Q1 2023 and held it in 12 quarters.
  • Perigon Wealth Management's Doximity position peaked at $553K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.