UWS
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Unique Wealth Strategies’s Doximity DOCS Stock Holding History

Unique Wealth Strategies’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
Q4 		– Sell
-9,010
Closed -$659K – 227
2025
Q3 		$659K Buy
+9,010
New +$587K 0.26% 115
2025
Q2 		– Sell
-9,501
Closed -$551K – 209
2025
Q1 		$551K Sell
9,501
-3,187
-25% -$201K 0.25% 108
2024
Q4 		$677K Sell
12,688
-272
-2% -$13.3K 0.29% 73
2024
Q3 		$565K Buy
+12,960
New +$432K 0.24% 104

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Unique Wealth Strategies's DOCS Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Doximity (DOCS) in Q4 2025, closing a stake of 9,010 shares — an estimated $659K sold.

Unique Wealth Strategies first reported a position in DOCS in Q3 2024 and held it in 4 quarters. The position peaked at $677K in Q4 2024. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Unique Wealth Strategies reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 9,010 Doximity shares in Q4 2025, an estimated $659K.
  • Unique Wealth Strategies first reported a position in Doximity in Q3 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's Doximity position peaked at $677K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.