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Spire Wealth Management’s Doximity DOCS Stock Holding History

Spire 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 		$7.26K Sell
350
-9
-3% -$199 ﹤0.01% 1733
2026
Q1 		$8.37K Buy
359
+2
+0.6% +$62 ﹤0.01% 1676
2025
Q4 		$15.8K Sell
357
-306
-46% -$17.2K ﹤0.01% 1568
2025
Q3 		$48.5K Buy
663
+20
+3% +$1.3K ﹤0.01% 1248
2025
Q2 		$39.4K Buy
643
+28
+5% +$1.56K ﹤0.01% 1286
2025
Q1 		$35.7K Buy
615
+260
+73% +$16.4K ﹤0.01% 1404
2024
Q4 		$19K Hold
355
– – ﹤0.01% 1639
2024
Q3 		$15.5K Hold
355
– – ﹤0.01% 1517
2024
Q2 		$9.93K Buy
355
+5
+1% +$132 ﹤0.01% 1636
2024
Q1 		$9.42K Buy
350
+250
+250% +$7.13K ﹤0.01% 1732
2023
Q4 		$3.05K Sell
100
-6
-6% -$142 ﹤0.01% 2063
2023
Q3 		$2.25K Hold
106
– – ﹤0.01% 2112
2023
Q2 		$3.61K Buy
106
+6
+6% +$200 ﹤0.01% 2079
2023
Q1 		$3.24K Hold
100
– – ﹤0.01% 2145
2022
Q4 		$3K Hold
100
– – ﹤0.01% 1954
2022
Q3 		$3K Hold
100
– – ﹤0.01% 1853
2022
Q2 		$3K Buy
+100
New +$3.94K ﹤0.01% 2254

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

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

Spire Wealth Management reduced its Doximity (DOCS) stake by 2.5% in Q2 2026, selling an estimated $199 and leaving 350 shares worth $7.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Spire Wealth Management first reported a position in DOCS in Q2 2022 and has held it in 17 quarters since. The position peaked at $48.5K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Spire Wealth Management held 350 shares of Doximity worth $7.26K as of Q2 2026.
  • Spire Wealth Management sold 9 Doximity shares in Q2 2026, an estimated $199.
  • Doximity made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1733 holding.
  • Spire Wealth Management first reported a position in Doximity in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Doximity position peaked at $48.5K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.