Root Financial Partners
DOCS icon

Root Financial Partners’s Doximity DOCS Stock Holding History

Root Financial Partners’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
Q3 		$10.5K Buy
+370
New +$8.94K ﹤0.01% 1891
2026
Q2 		– Sell
-307
Closed -$7.15K – 1144
2026
Q1 		$7.15K Sell
307
-72
-19% -$2.24K ﹤0.01% 1809
2025
Q4 		$16.8K Sell
379
-35
-8% -$1.96K ﹤0.01% 1265
2025
Q3 		$30.3K Buy
+414
New +$27K ﹤0.01% 887

Other funds holding DOCS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Root Financial Partners's DOCS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Doximity (DOCS) in Q3 2026: 370 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DOCS as recently as Q1 2026.

Root Financial Partners first reported a position in DOCS in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.3K in Q3 2025. 320 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Root Financial Partners held 370 shares of Doximity worth $10.5K as of Q3 2026.
  • Doximity was a new Root Financial Partners position in Q3 2026.
  • Doximity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1891 holding.
  • Root Financial Partners first reported a position in Doximity in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Doximity position peaked at $30.3K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.