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Prospera Financial Services’s Doximity DOCS Stock Holding History

Prospera Financial 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
2025
Q4 		– Sell
-3,668
Closed -$268K – 1376
2025
Q3 		$268K Sell
3,668
-200
-5% -$13K ﹤0.01% 1184
2025
Q2 		$237K Buy
+3,868
New +$216K ﹤0.01% 1197
2022
Q3 		– Sell
-114
Closed -$4K – 1021
2022
Q2 		$4K Sell
114
-183
-62% -$7.21K ﹤0.01% 1472
2022
Q1 		$15K Buy
+297
New +$14.9K ﹤0.01% 1856

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

Prospera Financial Services's DOCS Position: Q4 2025 in Review

Prospera Financial Services sold out of Doximity (DOCS) in Q4 2025, closing a stake of 3,668 shares — an estimated $268K sold.

Prospera Financial Services first reported a position in DOCS in Q1 2022 and held it in 4 quarters. The position peaked at $268K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Prospera Financial Services reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 3,668 Doximity shares in Q4 2025, an estimated $268K.
  • Prospera Financial Services first reported a position in Doximity in Q1 2022 and held it in 4 quarters.
  • Prospera Financial Services's Doximity position peaked at $268K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.