Sunbelt Securities’s Doximity DOCS Stock Holding History

Sunbelt Securities’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	-1	Closed	-$73	–	2831
2025 Q3	$73	Buy	+1	New	+$65	﹤0.01%	2545
2024 Q3	–	Sell	-905	Closed	-$25.3K	–	1861
2024 Q2	$25.3K	Hold	905	–	–	﹤0.01%	1069
2024 Q1	$24.4K	Buy	+905	New	+$25.8K	﹤0.01%	1043
2023 Q4	–	Sell	-25	Closed	-$530	–	1729
2023 Q3	$530	Hold	25	–	–	﹤0.01%	1649
2023 Q2	$850	Hold	25	–	–	﹤0.01%	1546
2023 Q1	$779	Buy	+25	New	+$829	﹤0.01%	1518

Other funds holding DOCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sunbelt Securities's DOCS Position: Q4 2025 in Review

Sunbelt Securities sold out of Doximity (DOCS) in Q4 2025, closing a stake of 1 share — an estimated $73 sold.

Sunbelt Securities first reported a position in DOCS in Q1 2023 and held it in 6 quarters. The position peaked at $25.3K in Q2 2024. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

Sunbelt Securities reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 1 Doximity share in Q4 2025, an estimated $73.
Sunbelt Securities first reported a position in Doximity in Q1 2023 and held it in 6 quarters.
Sunbelt Securities's Doximity position peaked at $25.3K in Q2 2024.
470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.