Wealth Alliance’s Doximity DOCS Stock Holding History

Wealth Alliance’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	-5,124	Closed	-$375K	–	565
2025 Q3	$375K	Buy	5,124 +378	+8%	+$24.6K	0.04%	364
2025 Q2	$291K	Buy	4,746 +436	+10%	+$24.3K	0.03%	420
2025 Q1	$250K	Buy	4,310 +165	+4%	+$10.4K	0.03%	439
2024 Q4	$221K	Buy	+4,145	New	+$203K	0.03%	456

Other funds holding DOCS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Alliance's DOCS Position: Q4 2025 in Review

Wealth Alliance sold out of Doximity (DOCS) in Q4 2025, closing a stake of 5,124 shares — an estimated $375K sold.

Wealth Alliance first reported a position in DOCS in Q4 2024 and held it in 4 quarters. The position peaked at $375K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

Wealth Alliance reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
Wealth Alliance sold 5,124 Doximity shares in Q4 2025, an estimated $375K.
Wealth Alliance first reported a position in Doximity in Q4 2024 and held it in 4 quarters.
Wealth Alliance's Doximity position peaked at $375K in Q3 2025.
470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.