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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
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% -$1.97K ﹤0.01% 1265
2025
Q3 		$30.3K Buy
+414
New +$27K ﹤0.01% 887

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Root Financial Partners's DOCS Position: Q2 2026 in Review

Root Financial Partners sold out of Doximity (DOCS) in Q2 2026, closing a stake of 307 shares — an estimated $7.15K sold.

Root Financial Partners first reported a position in DOCS in Q3 2025 and held it in 3 quarters. The position peaked at $30.3K in Q3 2025. 359 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Root Financial Partners reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 307 Doximity shares in Q2 2026, an estimated $7.15K.
  • Root Financial Partners first reported a position in Doximity in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Doximity position peaked at $30.3K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.