Bell Investment Advisors’s Doximity DOCS Stock Holding History

Bell Investment Advisors’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	$4.71K	Buy	202 +157	+349%	+$4.89K	﹤0.01%	985
2025 Q4	$1.99K	Buy	45 +11	+32%	+$617	﹤0.01%	1352
2025 Q3	$2.49K	Sell	34 -28	-45%	-$1.83K	﹤0.01%	1250
2025 Q2	$3.8K	Buy	62 +14	+29%	+$781	﹤0.01%	1113
2025 Q1	$2.79K	Hold	48	–	–	﹤0.01%	1179
2024 Q4	$2.56K	Buy	48 +9	+23%	+$441	﹤0.01%	1234
2024 Q3	$1.7K	Buy	39 +14	+56%	+$467	﹤0.01%	1412
2024 Q2	$700	Sell	25 -56	-69%	-$1.48K	﹤0.01%	1707
2024 Q1	$2.18K	Hold	81	–	–	﹤0.01%	1317
2023 Q4	$2.27K	Buy	81 +51	+170%	+$1.21K	﹤0.01%	1277
2023 Q3	$637	Sell	30 -43	-59%	-$1.17K	﹤0.01%	1696
2023 Q2	$2.48K	Buy	73 +21	+40%	+$699	﹤0.01%	1191
2023 Q1	$1.68K	Sell	52 -19	-27%	-$630	﹤0.01%	1347
2022 Q4	$2.38K	Buy	71 +56	+373%	+$1.71K	﹤0.01%	1192
2022 Q3	$0	Sell	15 -30	-67%	-$1.1K	﹤0.01%	1778
2022 Q2	$2K	Buy	+45	New	+$1.77K	﹤0.01%	1129
2021 Q4	$0	Buy	+8	New	+$521	﹤0.01%	1816

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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