USA Financial Formulas’s Doximity DOCS Stock Holding History

USA Financial Formulas’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	–	Sell	-9	Closed	-$399	–	461
2025 Q4	$399	Buy	+9	New	+$505	﹤0.01%	409

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

USA Financial Formulas's DOCS Position: Q1 2026 in Review

USA Financial Formulas sold out of Doximity (DOCS) in Q1 2026, closing a stake of 9 shares — an estimated $399 sold.

USA Financial Formulas first reported a position in DOCS in Q4 2025 and held it in 1 quarter. The position peaked at $399 in Q4 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

USA Financial Formulas reported no remaining Doximity position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 9 Doximity shares in Q1 2026, an estimated $399.
USA Financial Formulas first reported a position in Doximity in Q4 2025 and held it in 1 quarter.
USA Financial Formulas's Doximity position peaked at $399 in Q4 2025.
419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.