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Sequoia Financial Advisors’s Doximity DOCS Stock Holding History

Sequoia Financial 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
-4,438
Closed -$325K – 1948
2025
Q3 		$325K Buy
+4,438
New +$289K ﹤0.01% 1350
2025
Q2 		– Sell
-5,352
Closed -$311K – 1603
2025
Q1 		$311K Buy
5,352
+63
+1% +$3.98K ﹤0.01% 1049
2024
Q4 		$282K Buy
+5,289
New +$259K ﹤0.01% 1049
2024
Q1 		– Sell
-11,584
Closed -$325K – 1199
2023
Q4 		$325K Buy
+11,584
New +$274K ﹤0.01% 893

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's DOCS Position: Q4 2025 in Review

Sequoia Financial Advisors sold out of Doximity (DOCS) in Q4 2025, closing a stake of 4,438 shares — an estimated $325K sold.

Sequoia Financial Advisors first reported a position in DOCS in Q4 2023 and held it in 4 quarters. The position peaked at $325K in Q4 2023. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Sequoia Financial Advisors reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,438 Doximity shares in Q4 2025, an estimated $325K.
  • Sequoia Financial Advisors first reported a position in Doximity in Q4 2023 and held it in 4 quarters.
  • Sequoia Financial Advisors's Doximity position peaked at $325K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Sequoia Financial Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.