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Planning Strategies Inc.’s Doximity DOCS Stock Holding History

Planning Strategies Inc.’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 		$311 Buy
+15
New +$332 ﹤0.01% 944

Other funds holding DOCS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Planning Strategies Inc.'s DOCS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Doximity (DOCS) in Q2 2026: 15 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

74 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Planning Strategies Inc. held 15 shares of Doximity worth $311 as of Q2 2026.
  • Doximity was a new Planning Strategies Inc. position in Q2 2026.
  • Doximity made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #944 holding.
  • 74 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.