SW
DOCS icon

SVB Wealth’s Doximity DOCS Stock Holding History

SVB Wealth’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
Q2 		– Sell
-414
Closed -$24K – 816
2025
Q1 		$24K Buy
+414
New +$26.1K ﹤0.01% 720
2023
Q1 		– Sell
-12,520
Closed -$420K – 1030
2022
Q4 		$420K Buy
12,520
+229
+2% +$6.99K 0.01% 610
2022
Q3 		$372K Buy
+12,291
New +$450K 0.01% 605

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SVB Wealth's DOCS Position: Q2 2025 in Review

SVB Wealth sold out of Doximity (DOCS) in Q2 2025, closing a stake of 414 shares — an estimated $24K sold.

SVB Wealth first reported a position in DOCS in Q3 2022 and held it in 3 quarters. The position peaked at $420K in Q4 2022. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

  • SVB Wealth reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 414 Doximity shares in Q2 2025, an estimated $24K.
  • SVB Wealth first reported a position in Doximity in Q3 2022 and held it in 3 quarters.
  • SVB Wealth's Doximity position peaked at $420K in Q4 2022.
  • 473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.