PWM
DOCS icon

Prosperity Wealth Management’s Doximity DOCS Stock Holding History

Prosperity Wealth Management’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
-5,225
Closed -$382K – 263
2025
Q3 		$382K Buy
+5,225
New +$341K 0.13% 161
2025
Q2 		– Sell
-3,495
Closed -$203K – 247
2025
Q1 		$203K Sell
3,495
-1,820
-34% -$115K 0.1% 194
2024
Q4 		$284K Sell
5,315
-3,935
-43% -$193K 0.12% 157
2024
Q3 		$403K Sell
9,250
-400
-4% -$13.3K 0.16% 105
2024
Q2 		$270K Buy
9,650
+250
+3% +$6.59K 0.13% 138
2024
Q1 		$253K Buy
+9,400
New +$268K 0.12% 123

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T 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 $141B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return