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 Q3	$7.71K	Buy	272 +201	+283%	+$4.86K	﹤0.01%	1175
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	-$4.98K	–	2637
2025 Q3	$4.98K	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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

True Wealth Design's DOCS Position: Q3 2026 in Review

True Wealth Design increased its Doximity (DOCS) stake by 283% in Q3 2026, buying an estimated $4.86K and bringing the position to 272 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

True Wealth Design first reported a position in DOCS in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

True Wealth Design held 272 shares of Doximity worth $7.71K as of Q3 2026.
True Wealth Design bought 201 Doximity shares in Q3 2026, an estimated $4.86K.
Doximity made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1175 holding.
True Wealth Design first reported a position in Doximity in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.