WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in DOCS — Doximity, Inc.
CIK 1632972
PLYMOUTH, MN
Position in DOCS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$378,836
-$958,071 QoQ
Shares Held
18,266
-68.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 358 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $29,310,822 across 21 Health Information Services names. DOCS ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
84,783 | $15,046,439 | |
| 2 | HTFL |
Heartflow, Inc.
|
167,206 | $4,905,824 | |
| 3 | HQY |
Healthequity, Inc.
|
33,843 | $3,056,699 | |
| 4 | PHR |
Phreesia, Inc.
|
99,426 | $1,023,093 | |
| 5 | SDGR |
Schrodinger, Inc.
|
54,404 | $884,065 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
96,104 | $814,961 | |
| 7 | TEM |
Tempus AI, Inc.
|
11,791 | $683,052 | |
| 8 | DOCS |
Doximity, Inc.
This page
|
18,266 | $378,836 |
All Filings in DOCS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,836 | 18,266 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,336,907 | 57,378 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $572,319 | 12,925 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $988,841 | 13,518 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $613,522 | 10,002 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $787,467 | 13,570 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||