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Bartlett & Co Wealth Management’s Doximity DOCS Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-366
Closed -$16.2K – 1301
2025
Q4 		$16.2K Hold
366
– – ﹤0.01% 859
2025
Q3 		$26.8K Hold
366
– – ﹤0.01% 770
2025
Q2 		$22.4K Sell
366
-47
-11% -$2.62K ﹤0.01% 794
2025
Q1 		$24K Buy
+413
New +$26.1K ﹤0.01% 790
2023
Q2 		– Sell
-138
Closed -$4.47K – 1162
2023
Q1 		$4.47K Hold
138
– – ﹤0.01% 909
2022
Q4 		$4.63K Hold
138
– – ﹤0.01% 932
2022
Q3 		$4.17K Hold
138
– – ﹤0.01% 957
2022
Q2 		$4.8K Hold
138
– – ﹤0.01% 1023
2022
Q1 		$7.19K Buy
+138
New +$6.95K ﹤0.01% 874
2021
Q4 		– Sell
-250
Closed -$20.2K – 517
2021
Q3 		$20.2K Buy
+250
New +$18.3K ﹤0.01% 631

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