Principia Wealth Advisory’s Doximity DOCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41 Sell
2
-14
-88% -$310 ﹤0.01% 1060
2026
Q1
$373 Buy
16
+13
+433% +$405 ﹤0.01% 889
2025
Q4
$133 Buy
+3
New +$168 ﹤0.01% 953

Other funds holding DOCS

Principia Wealth Advisory's DOCS Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Doximity (DOCS) stake by 88% in Q2 2026, selling an estimated $310 and leaving 2 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Principia Wealth Advisory first reported a position in DOCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $373 in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Doximity worth $41 as of Q2 2026.
  • Principia Wealth Advisory sold 14 Doximity shares in Q2 2026, an estimated $310.
  • Doximity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1060 holding.
  • Principia Wealth Advisory first reported a position in Doximity in Q4 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Doximity position peaked at $373 in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.