Toth Financial Advisory
DOCS icon

Toth Financial Advisory’s Doximity DOCS Stock Holding History

Toth Financial Advisory’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
Q3 		$28.3K Hold
1,000
– – ﹤0.01% 461
2026
Q2 		$20.7K Sell
1,000
-1,000
-50% -$22.1K ﹤0.01% 502
2026
Q1 		$46.6K Buy
2,000
+1,000
+100% +$31.2K 0.01% 370
2025
Q4 		$44.3K Buy
1,000
+500
+100% +$28.1K ﹤0.01% 376
2025
Q3 		$36.6K Buy
500
+300
+150% +$19.6K ﹤0.01% 395
2025
Q2 		$12.3K Hold
200
– – ﹤0.01% 473
2025
Q1 		$11.6K Buy
+200
New +$12.6K ﹤0.01% 446

Other funds holding DOCS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Toth Financial Advisory's DOCS Position: Q3 2026 in Review

Toth Financial Advisory held its Doximity (DOCS) position steady in Q3 2026 at 1,000 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Toth Financial Advisory first reported a position in DOCS in Q1 2025 and has held it in 7 quarters since. The position peaked at $46.6K in Q1 2026. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Toth Financial Advisory held 1,000 shares of Doximity worth $28.3K as of Q3 2026.
  • Toth Financial Advisory left its Doximity share count unchanged in Q3 2026.
  • Doximity made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #461 holding.
  • Toth Financial Advisory first reported a position in Doximity in Q1 2025 and has held it in 7 quarters since.
  • Toth Financial Advisory's Doximity position peaked at $46.6K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.