Twin Peaks Wealth Advisors’s Doximity DOCS Stock Holding History

Twin Peaks Wealth Advisors’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 Q1	$138K	Buy	+5,936	New	+$185K	0.03%	231
2025 Q4	–	Sell	-7,709	Closed	-$564K	–	189
2025 Q3	$564K	Sell	7,709 -2,472	-24%	-$161K	0.19%	91
2025 Q2	$629K	Buy	+10,181	New	+$568K	0.2%	77
2025 Q1	–	Sell	-20,034	Closed	-$1.07M	–	143
2024 Q4	$1.07M	Buy	20,034 +23	+0.1%	+$1.13K	0.45%	50
2024 Q3	$872K	Buy	+20,011	New	+$667K	0.4%	52

Other funds holding DOCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Twin Peaks Wealth Advisors's DOCS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Doximity (DOCS) in Q1 2026: 5,936 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DOCS as recently as Q3 2025.

Twin Peaks Wealth Advisors first reported a position in DOCS in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2024. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

Twin Peaks Wealth Advisors held 5,936 shares of Doximity worth $138K as of Q1 2026.
Doximity was a new Twin Peaks Wealth Advisors position in Q1 2026.
Doximity made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #231 holding.
Twin Peaks Wealth Advisors first reported a position in Doximity in Q3 2024 and has held it in 5 quarters since.
Twin Peaks Wealth Advisors's Doximity position peaked at $1.07M in Q4 2024.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.