Rise Advisors’s Doximity DOCS Stock Holding History

Rise Advisors’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	-310	Closed	-$22.7K	–	473
2025 Q3	$22.7K	Hold	310	–	–	0.01%	510
2025 Q2	$19K	Buy	310 +9	+3%	+$502	0.01%	569
2025 Q1	$17.5K	Sell	301 -155	-34%	-$9.79K	0.01%	588
2024 Q4	$24.3K	Sell	456 -50	-10%	-$2.45K	0.01%	525
2024 Q3	$22K	Hold	506	–	–	0.01%	630
2024 Q2	$14.2K	Hold	506	–	–	0.01%	863
2024 Q1	$13.6K	Buy	506 +456	+912%	+$13K	0.01%	919
2023 Q4	$1.4K	Hold	50	–	–	﹤0.01%	491
2023 Q3	$1.06K	Hold	50	–	–	﹤0.01%	527
2023 Q2	$1.7K	Sell	50 -50	-50%	-$1.67K	﹤0.01%	535
2023 Q1	$3.24K	Hold	100	–	–	﹤0.01%	510
2022 Q4	$3.36K	Hold	100	–	–	﹤0.01%	498
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	492
2022 Q2	$3K	Buy	100 +50	+100%	+$1.97K	﹤0.01%	498
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	478
2021 Q4	$2.51K	Buy	+50	New	+$3.25K	﹤0.01%	504

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return