Wells Fargo
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Wells Fargo’s Doximity DOCS Stock Holding History

Wells Fargo’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
Q1 		$7.21M Sell
309,548
-62,484
-17% -$1.95M ﹤0.01% 2287
2025
Q4 		$16.5M Sell
372,032
-36,920
-9% -$2.07M ﹤0.01% 1640
2025
Q3 		$29.9M Buy
408,952
+57,050
+16% +$3.72M 0.01% 1212
2025
Q2 		$21.6M Sell
351,902
-4,810
-1% -$268K ﹤0.01% 1353
2025
Q1 		$20.7M Sell
356,712
-12,229
-3% -$772K 0.01% 1316
2024
Q4 		$19.7M Buy
368,941
+11,811
+3% +$578K ﹤0.01% 1357
2024
Q3 		$15.6M Sell
357,130
-116,399
-25% -$3.88M ﹤0.01% 1482
2024
Q2 		$13.2M Buy
473,529
+105,025
+29% +$2.77M ﹤0.01% 1525
2024
Q1 		$9.92M Buy
368,504
+35,667
+11% +$1.02M ﹤0.01% 1748
2023
Q4 		$9.33M Sell
332,837
-52,025
-14% -$1.23M ﹤0.01% 1753
2023
Q3 		$8.17M Sell
384,862
-15,310
-4% -$418K ﹤0.01% 1731
2023
Q2 		$13.6M Buy
400,172
+10,127
+3% +$337K ﹤0.01% 1375
2023
Q1 		$12.6M Buy
390,045
+112,303
+40% +$3.73M ﹤0.01% 1430
2022
Q4 		$9.32M Sell
277,742
-27,732
-9% -$847K ﹤0.01% 1597
2022
Q3 		$9.23M Buy
305,474
+28,405
+10% +$1.04M ﹤0.01% 1578
2022
Q2 		$9.65M Sell
277,069
-76,258
-22% -$3M ﹤0.01% 1597
2022
Q1 		$18.4M Buy
353,327
+195,344
+124% +$9.83M ﹤0.01% 1362
2021
Q4 		$7.92M Sell
157,983
-648,633
-80% -$42.2M ﹤0.01% 2071
2021
Q3 		$65.1M Sell
806,616
-147,247
-15% -$10.8M 0.01% 895
2021
Q2 		$55.5M Buy
+953,863
New +$53.6M 0.01% 1010

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return