SWP
DOCS icon

Stratos Wealth Partners’s Doximity DOCS Stock Holding History

Stratos 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
2025
Q4 		– Sell
-3,313
Closed -$242K – 1611
2025
Q3 		$242K Sell
3,313
-17
-0.5% -$1.11K ﹤0.01% 1358
2025
Q2 		$204K Buy
+3,330
New +$186K ﹤0.01% 1328
2025
Q1 		– Sell
-3,804
Closed -$203K – 1397
2024
Q4 		$203K Buy
+3,804
New +$186K ﹤0.01% 1346

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stratos Wealth Partners's DOCS Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Doximity (DOCS) in Q4 2025, closing a stake of 3,313 shares — an estimated $242K sold.

Stratos Wealth Partners first reported a position in DOCS in Q4 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,313 Doximity shares in Q4 2025, an estimated $242K.
  • Stratos Wealth Partners first reported a position in Doximity in Q4 2024 and held it in 3 quarters.
  • Stratos Wealth Partners's Doximity position peaked at $242K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.