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Wealthspire Advisors (New York)’s Doximity DOCS Stock Holding History

Wealthspire Advisors (New York)’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
-565
Closed -$41.3K – 1510
2025
Q3 		$41.3K Buy
+565
New +$36.8K ﹤0.01% 1320

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 $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $1.61T AUM 30.72% 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 $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s DOCS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Doximity (DOCS) in Q4 2025, closing a stake of 565 shares — an estimated $41.3K sold.

Wealthspire Advisors (New York) first reported a position in DOCS in Q3 2025 and held it in 1 quarter. The position peaked at $41.3K in Q3 2025. 470 funds tracked by Wall St. Rank hold DOCS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Doximity position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 565 Doximity shares in Q4 2025, an estimated $41.3K.
  • Wealthspire Advisors (New York) first reported a position in Doximity in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Doximity position peaked at $41.3K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Doximity as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.