TD Private Client Wealth’s Doximity DOCS Stock Holding History

TD Private Client 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 Q4	–	Sell	-8	Closed	-$585	–	1662
2025 Q3	$585	Buy	+8	New	+$522	﹤0.01%	1457
2023 Q3	–	Sell	-119	Closed	-$4.05K	–	1232
2023 Q2	$4.05K	Hold	119	–	–	﹤0.01%	1137
2023 Q1	$3.85K	Buy	119 +65	+120%	+$2.16K	﹤0.01%	1119
2022 Q4	$1.81K	Hold	54	–	–	﹤0.01%	1121
2022 Q3	$1.63K	Hold	54	–	–	﹤0.01%	1123
2022 Q2	$1.88K	Buy	+54	New	+$2.13K	﹤0.01%	1136

Other funds holding DOCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Private Client Wealth's DOCS Position: Q4 2025 in Review

TD Private Client Wealth sold out of Doximity (DOCS) in Q4 2025, closing a stake of 8 shares — an estimated $585 sold.

TD Private Client Wealth first reported a position in DOCS in Q2 2022 and held it in 6 quarters. The position peaked at $4.05K in Q2 2023. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

TD Private Client Wealth reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
TD Private Client Wealth sold 8 Doximity shares in Q4 2025, an estimated $585.
TD Private Client Wealth first reported a position in Doximity in Q2 2022 and held it in 6 quarters.
TD Private Client Wealth's Doximity position peaked at $4.05K in Q2 2023.
470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.