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True Wealth Design’s Doximity DOCS Stock Holding History

True Wealth Design’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
Q2 		$1.47K Sell
71
-250
-78% -$5.53K ﹤0.01% 1829
2026
Q1 		$7.48K Buy
+321
New +$10K ﹤0.01% 1076
2025
Q4 		– Sell
-68
Closed -$4.97K – 2637
2025
Q3 		$4.97K Buy
68
+44
+183% +$2.87K ﹤0.01% 1084
2025
Q2 		$1.47K Sell
24
-104
-81% -$5.8K ﹤0.01% 1300
2025
Q1 		$7.43K Buy
128
+102
+392% +$6.44K ﹤0.01% 558
2024
Q4 		$1.39K Buy
+26
New +$1.27K ﹤0.01% 834

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

True Wealth Design's DOCS Position: Q2 2026 in Review

True Wealth Design reduced its Doximity (DOCS) stake by 78% in Q2 2026, selling an estimated $5.53K and leaving 71 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

True Wealth Design first reported a position in DOCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.48K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • True Wealth Design held 71 shares of Doximity worth $1.47K as of Q2 2026.
  • True Wealth Design sold 250 Doximity shares in Q2 2026, an estimated $5.53K.
  • Doximity made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1829 holding.
  • True Wealth Design first reported a position in Doximity in Q4 2024 and has held it in 6 quarters since.
  • True Wealth Design's Doximity position peaked at $7.48K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.