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Steward Partners Investment Advisory’s Doximity DOCS Stock Holding History

Steward Partners Investment Advisory’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 		$15K Sell
725
-2,903
-80% -$64.2K ﹤0.01% 3526
2026
Q1 		$84.5K Buy
3,628
+232
+7% +$7.23K ﹤0.01% 2475
2025
Q4 		$150K Sell
3,396
-1,233
-27% -$69.2K ﹤0.01% 2084
2025
Q3 		$339K Buy
4,629
+1,817
+65% +$118K ﹤0.01% 1589
2025
Q2 		$172K Sell
2,812
-712
-20% -$39.7K ﹤0.01% 1830
2025
Q1 		$204K Buy
3,524
+1,255
+55% +$79.2K ﹤0.01% 1638
2024
Q4 		$121K Buy
2,269
+332
+17% +$16.3K ﹤0.01% 1885
2024
Q3 		$84.4K Buy
1,937
+1,638
+548% +$54.6K ﹤0.01% 1967
2024
Q2 		$8.36K Sell
299
-471
-61% -$12.4K ﹤0.01% 2877
2024
Q1 		$20.7K Buy
770
+79
+11% +$2.25K ﹤0.01% 2514
2023
Q4 		$19.4K Sell
691
-141
-17% -$3.33K ﹤0.01% 2422
2023
Q3 		$17.7K Hold
832
– – ﹤0.01% 2369
2023
Q2 		$28.3K Hold
832
– – ﹤0.01% 2112
2023
Q1 		$26.9K Buy
832
+7
+0.8% +$232 ﹤0.01% 2124
2022
Q4 		$27.7K Sell
825
-510
-38% -$15.6K ﹤0.01% 2089
2022
Q3 		$40K Sell
1,335
-211
-14% -$7.73K ﹤0.01% 1890
2022
Q2 		$54K Buy
1,546
+132
+9% +$5.2K ﹤0.01% 1766
2022
Q1 		$74K Buy
1,414
+214
+18% +$10.8K ﹤0.01% 1722
2021
Q4 		$60K Buy
1,200
+500
+71% +$32.5K ﹤0.01% 1815
2021
Q3 		$56K Buy
+700
New +$51.2K ﹤0.01% 1828

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

Steward Partners Investment Advisory's DOCS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Doximity (DOCS) stake by 80% in Q2 2026, selling an estimated $64.2K and leaving 725 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

Steward Partners Investment Advisory first reported a position in DOCS in Q3 2021 and has held it in 20 quarters since. The position peaked at $339K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Steward Partners Investment Advisory held 725 shares of Doximity worth $15K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,903 Doximity shares in Q2 2026, an estimated $64.2K.
  • Doximity made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3526 holding.
  • Steward Partners Investment Advisory first reported a position in Doximity in Q3 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Doximity position peaked at $339K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.