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
2025 Q1	–	Sell	-20,000	Closed	-$1.07M	–	144
2024 Q4	$1.07M	Buy	+20,000	New	+$979K	0.45%	51

Other funds holding DOCS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Twin Peaks Wealth Advisors's DOCS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Doximity (DOCS) in Q2 2026, closing a stake of 5,936 shares — an estimated $138K sold.

Twin Peaks Wealth Advisors first reported a position in DOCS in Q3 2024 and held it in 5 quarters. The position peaked at $1.07M in Q4 2024. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 5,936 Doximity shares in Q2 2026, an estimated $138K.
Twin Peaks Wealth Advisors first reported a position in Doximity in Q3 2024 and held it in 5 quarters.
Twin Peaks Wealth Advisors's Doximity position peaked at $1.07M in Q4 2024.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.