Wealth Preservation Advisors’s Doximity DOCS Stock Holding History

Wealth Preservation 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
2026 Q2	–	Sell	-165	Closed	-$3.85K	–	316
2026 Q1	$3.85K	Buy	+165	New	+$5.14K	﹤0.01%	523

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

Wealth Preservation Advisors's DOCS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Doximity (DOCS) in Q2 2026, closing a stake of 165 shares — an estimated $3.85K sold.

Wealth Preservation Advisors first reported a position in DOCS in Q1 2026 and held it in 1 quarter. The position peaked at $3.85K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Wealth Preservation Advisors reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 165 Doximity shares in Q2 2026, an estimated $3.85K.
Wealth Preservation Advisors first reported a position in Doximity in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Doximity position peaked at $3.85K in Q1 2026.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.