RGF
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Retirement Guys Formula’s Doximity DOCS Stock Holding History

Retirement Guys Formula’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
Q1 		$203K Buy
+8,697
New +$271K 0.09% 151
2025
Q4 		– Sell
-2,855
Closed -$209K – 165
2025
Q3 		$209K Buy
+2,855
New +$186K 0.07% 162

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Retirement Guys Formula's DOCS Position: Q1 2026 in Review

Retirement Guys Formula opened a new position in Doximity (DOCS) in Q1 2026: 8,697 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in DOCS as recently as Q3 2025.

Retirement Guys Formula first reported a position in DOCS in Q3 2025 and has held it in 2 quarters since. The position peaked at $209K in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Retirement Guys Formula held 8,697 shares of Doximity worth $203K as of Q1 2026.
  • Doximity was a new Retirement Guys Formula position in Q1 2026.
  • Doximity made up 0.09% of Retirement Guys Formula's portfolio in Q1 2026, its #151 holding.
  • Retirement Guys Formula first reported a position in Doximity in Q3 2025 and has held it in 2 quarters since.
  • Retirement Guys Formula's Doximity position peaked at $209K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.