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 $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

Rise Advisors's DOCS Position: Q4 2025 in Review

Rise Advisors sold out of Doximity (DOCS) in Q4 2025, closing a stake of 310 shares — an estimated $22.7K sold.

Rise Advisors first reported a position in DOCS in Q4 2021 and held it in 16 quarters. The position peaked at $24.3K in Q4 2024. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

Rise Advisors reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 310 Doximity shares in Q4 2025, an estimated $22.7K.
Rise Advisors first reported a position in Doximity in Q4 2021 and held it in 16 quarters.
Rise Advisors's Doximity position peaked at $24.3K in Q4 2024.
470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.