James T. Borello RIA’s Doximity DOCS Stock Holding History

James T. Borello RIA’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	-43	Closed	-$1K	–	1233
2026 Q1	$1K	Buy	43 +4	+10%	+$125	﹤0.01%	1010
2025 Q4	$1.73K	Buy	+39	New	+$2.19K	﹤0.01%	806

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 $3.38T AUM 44.17% 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

James T. Borello RIA's DOCS Position: Q2 2026 in Review

James T. Borello RIA sold out of Doximity (DOCS) in Q2 2026, closing a stake of 43 shares — an estimated $1K sold.

James T. Borello RIA first reported a position in DOCS in Q4 2025 and held it in 2 quarters. The position peaked at $1.73K in Q4 2025. 359 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

James T. Borello RIA reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
James T. Borello RIA sold 43 Doximity shares in Q2 2026, an estimated $1K.
James T. Borello RIA first reported a position in Doximity in Q4 2025 and held it in 2 quarters.
James T. Borello RIA's Doximity position peaked at $1.73K in Q4 2025.
359 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.