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Pinnacle Wealth Planning Services’s Doximity DOCS Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$2.47K Sell
119
-899
-88% -$19.9K ﹤0.01% 2432
2026
Q1 		$23.7K Buy
1,018
+1,001
+5,888% +$31.2K ﹤0.01% 1607
2025
Q4 		$753 Buy
+17
New +$954 ﹤0.01% 2613

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's DOCS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Doximity (DOCS) stake by 88% in Q2 2026, selling an estimated $19.9K and leaving 119 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Pinnacle Wealth Planning Services first reported a position in DOCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.7K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 119 shares of Doximity worth $2.47K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 899 Doximity shares in Q2 2026, an estimated $19.9K.
  • Doximity made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2432 holding.
  • Pinnacle Wealth Planning Services first reported a position in Doximity in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Doximity position peaked at $23.7K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.