SWP
DOCS icon

Strategic Wealth Partners’s Doximity DOCS Stock Holding History

Strategic Wealth 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 		$2.22K Hold
107
– – ﹤0.01% 1180
2026
Q1 		$2.49K Hold
107
– – ﹤0.01% 1145
2025
Q4 		$4.74K Buy
+107
New +$6.01K ﹤0.01% 1061

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

Strategic Wealth Partners's DOCS Position: Q2 2026 in Review

Strategic Wealth Partners held its Doximity (DOCS) position steady in Q2 2026 at 107 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Strategic Wealth Partners first reported a position in DOCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.74K in Q4 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Strategic Wealth Partners held 107 shares of Doximity worth $2.22K as of Q2 2026.
  • Strategic Wealth Partners left its Doximity share count unchanged in Q2 2026.
  • Doximity made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1180 holding.
  • Strategic Wealth Partners first reported a position in Doximity in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Doximity position peaked at $4.74K in Q4 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.