SHP Wealth Management
DOCS icon

SHP Wealth Management’s Doximity DOCS Stock Holding History

SHP Wealth Management’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 		$975 Sell
47
-52
-53% -$1.15K ﹤0.01% 1598
2026
Q1 		$2.31K Buy
+99
New +$3.08K ﹤0.01% 1251

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 $3.38T AUM 44.17% 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

SHP Wealth Management's DOCS Position: Q2 2026 in Review

SHP Wealth Management reduced its Doximity (DOCS) stake by 53% in Q2 2026, selling an estimated $1.15K and leaving 47 shares worth $975. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

SHP Wealth Management first reported a position in DOCS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.31K in Q1 2026. 359 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • SHP Wealth Management held 47 shares of Doximity worth $975 as of Q2 2026.
  • SHP Wealth Management sold 52 Doximity shares in Q2 2026, an estimated $1.15K.
  • Doximity made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1598 holding.
  • SHP Wealth Management first reported a position in Doximity in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Doximity position peaked at $2.31K in Q1 2026.
  • 359 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.