PWMG
DOCS icon

Private Wealth Management Group’s Doximity DOCS Stock Holding History

Private Wealth Management Group’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 		– Sell
-240
Closed -$5.59K – 1474
2026
Q1 		$5.59K Buy
+240
New +$7.48K ﹤0.01% 733

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

Private Wealth Management Group's DOCS Position: Q2 2026 in Review

Private Wealth Management Group sold out of Doximity (DOCS) in Q2 2026, closing a stake of 240 shares — an estimated $5.59K sold.

Private Wealth Management Group first reported a position in DOCS in Q1 2026 and held it in 1 quarter. The position peaked at $5.59K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Private Wealth Management Group reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 240 Doximity shares in Q2 2026, an estimated $5.59K.
  • Private Wealth Management Group first reported a position in Doximity in Q1 2026 and held it in 1 quarter.
  • Private Wealth Management Group's Doximity position peaked at $5.59K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.