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Venturi Wealth Management’s Doximity DOCS Stock Holding History

Venturi Wealth Management’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
-5,746
Closed -$420K – 603
2025
Q3 		$420K Hold
5,746
– – 0.02% 373
2025
Q2 		$352K Hold
5,746
– – 0.02% 387
2025
Q1 		$333K Hold
5,746
– – 0.02% 419
2024
Q4 		$307K Buy
5,746
+5,718
+20,421% +$280K 0.02% 446
2024
Q3 		$1.22K Buy
+28
New +$934 ﹤0.01% 1749
2023
Q3 		– Sell
-110
Closed -$3.74K – 1334
2023
Q2 		$3.74K Hold
110
– – ﹤0.01% 801
2023
Q1 		$3.56K Buy
+110
New +$3.65K ﹤0.01% 891

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

Venturi Wealth Management's DOCS Position: Q4 2025 in Review

Venturi Wealth Management sold out of Doximity (DOCS) in Q4 2025, closing a stake of 5,746 shares — an estimated $420K sold.

Venturi Wealth Management first reported a position in DOCS in Q1 2023 and held it in 7 quarters. The position peaked at $420K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Venturi Wealth Management reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 5,746 Doximity shares in Q4 2025, an estimated $420K.
  • Venturi Wealth Management first reported a position in Doximity in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Doximity position peaked at $420K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.