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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
Q2 		$1.45K Sell
70
-132
-65% -$2.92K ﹤0.01% 1447
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bell Investment Advisors's DOCS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Doximity (DOCS) stake by 65% in Q2 2026, selling an estimated $2.92K and leaving 70 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Bell Investment Advisors first reported a position in DOCS in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.71K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Bell Investment Advisors held 70 shares of Doximity worth $1.45K as of Q2 2026.
  • Bell Investment Advisors sold 132 Doximity shares in Q2 2026, an estimated $2.92K.
  • Doximity made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1447 holding.
  • Bell Investment Advisors first reported a position in Doximity in Q4 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Doximity position peaked at $4.71K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.