AC
DOCS icon

Apella Capital’s Doximity DOCS Stock Holding History

Apella Capital’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 		$1.33M Sell
58,686
-163
-0.3% -$3.6K 0.02% 325
2026
Q1 		$1.45M Sell
58,849
-2,173
-4% -$67.7K 0.02% 300
2025
Q4 		$2.7M Sell
61,022
-4
-0% -$225 0.05% 176
2025
Q3 		$4.11M Sell
61,026
-8,848
-13% -$577K 0.09% 135
2025
Q2 		$4.25M Sell
69,874
-9,165
-12% -$511K 0.12% 119
2025
Q1 		$4.39M Buy
79,039
+9,719
+14% +$614K 0.15% 96
2024
Q4 		$3.7M Buy
69,320
+6,553
+10% +$321K 0.14% 91
2024
Q3 		$2.73M Buy
62,767
+8,178
+15% +$273K 0.11% 90
2024
Q2 		$1.49M Buy
54,589
+7,746
+17% +$204K 0.07% 122
2024
Q1 		$1.24M Buy
46,843
+7,626
+19% +$217K 0.06% 128
2023
Q4 		$1.1M Buy
+39,217
New +$926K 0.06% 130

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's DOCS Position: Q2 2026 in Review

Apella Capital reduced its Doximity (DOCS) stake by 0.28% in Q2 2026, selling an estimated $3.6K and leaving 58,686 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #325.

Apella Capital first reported a position in DOCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.39M in Q1 2025. 36 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Apella Capital held 58,686 shares of Doximity worth $1.33M as of Q2 2026.
  • Apella Capital sold 163 Doximity shares in Q2 2026, an estimated $3.6K.
  • Doximity made up 0.02% of Apella Capital's portfolio in Q2 2026, its #325 holding.
  • Apella Capital first reported a position in Doximity in Q4 2023 and has held it in 11 quarters since.
  • Apella Capital's Doximity position peaked at $4.39M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.