PS
DOCS icon

Principal Securities’s Doximity DOCS Stock Holding History

Principal Securities’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
Q4 		– Sell
-273
Closed -$20K – 1895
2025
Q3 		$20K Sell
273
-249
-48% -$16.2K ﹤0.01% 2400
2025
Q2 		$32K Buy
522
+187
+56% +$10.4K ﹤0.01% 2092
2025
Q1 		$17.9K Hold
335
– – ﹤0.01% 2262
2024
Q4 		$17.9K Buy
335
+308
+1,141% +$15.1K ﹤0.01% 2260
2024
Q3 		$1.18K Sell
27
-299
-92% -$9.97K ﹤0.01% 3099
2024
Q2 		$9.12K Sell
326
-99
-23% -$2.61K ﹤0.01% 2439
2024
Q1 		$11.4K Sell
425
-167
-28% -$4.76K ﹤0.01% 2268
2023
Q4 		$16.6K Buy
+592
New +$14K ﹤0.01% 2024

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Securities's DOCS Position: Q4 2025 in Review

Principal Securities sold out of Doximity (DOCS) in Q4 2025, closing a stake of 273 shares — an estimated $20K sold.

Principal Securities first reported a position in DOCS in Q4 2023 and held it in 8 quarters. The position peaked at $32K in Q2 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Principal Securities reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 273 Doximity shares in Q4 2025, an estimated $20K.
  • Principal Securities first reported a position in Doximity in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Doximity position peaked at $32K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.