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Wealthedge Investment Advisors’s Doximity DOCS Stock Holding History

Wealthedge Investment 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
2025
Q2 		– Sell
-17,745
Closed -$1.03M – 163
2025
Q1 		$1.03M Buy
17,745
+2,276
+15% +$144K 0.46% 59
2024
Q4 		$826K Buy
+15,469
New +$757K 0.37% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthedge Investment Advisors's DOCS Position: Q2 2025 in Review

Wealthedge Investment Advisors sold out of Doximity (DOCS) in Q2 2025, closing a stake of 17,745 shares — an estimated $1.03M sold.

Wealthedge Investment Advisors first reported a position in DOCS in Q4 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2025. 473 funds tracked by Wall St. Rank hold DOCS as of Q2 2025.

  • Wealthedge Investment Advisors reported no remaining Doximity position as of Q2 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 17,745 Doximity shares in Q2 2025, an estimated $1.03M.
  • Wealthedge Investment Advisors first reported a position in Doximity in Q4 2024 and held it in 2 quarters.
  • Wealthedge Investment Advisors's Doximity position peaked at $1.03M in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Doximity as of Q2 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.