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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prosperity Wealth Management's DOCS Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 5,225 shares — an estimated $382K sold.

Prosperity Wealth Management first reported a position in DOCS in Q1 2024 and held it in 6 quarters. The position peaked at $403K in Q3 2024. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

Prosperity Wealth Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
Prosperity Wealth Management sold 5,225 Doximity shares in Q4 2025, an estimated $382K.
Prosperity Wealth Management first reported a position in Doximity in Q1 2024 and held it in 6 quarters.
Prosperity Wealth Management's Doximity position peaked at $403K in Q3 2024.
470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.