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Pinnacle Wealth Management’s Doximity DOCS Stock Holding History

Pinnacle 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
2025
Q2 		– Sell
-10,015
Closed -$581K – 47
2025
Q1 		$581K Buy
+10,015
New +$632K 0.65% 40

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Pinnacle Wealth Management's DOCS Position: Q2 2025 in Review

Pinnacle Wealth Management sold out of Doximity (DOCS) in Q2 2025, closing a stake of 10,015 shares — an estimated $581K sold.

Pinnacle Wealth Management first reported a position in DOCS in Q1 2025 and held it in 1 quarter. The position peaked at $581K in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 10,015 Doximity shares in Q2 2025, an estimated $581K.
  • Pinnacle Wealth Management first reported a position in Doximity in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's Doximity position peaked at $581K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.