Blue Trust Inc
DOCS icon

Blue Trust Inc’s Doximity DOCS Stock Holding History

Blue Trust Inc’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
Q3 		$5.48K Sell
194
-811
-81% -$19.6K ﹤0.01% 1834
2026
Q2 		$20.8K Hold
1,005
– – ﹤0.01% 1642
2026
Q1 		$23.4K Sell
1,005
-257
-20% -$8.01K ﹤0.01% 1593
2025
Q4 		$55.9K Sell
1,262
-57
-4% -$3.2K ﹤0.01% 1323
2025
Q3 		$96.5K Sell
1,319
-32
-2% -$2.09K ﹤0.01% 1081
2025
Q2 		$82.9K Sell
1,351
-59
-4% -$3.29K ﹤0.01% 1126
2025
Q1 		$81.8K Buy
1,410
+76
+6% +$4.8K ﹤0.01% 1084
2024
Q4 		$71.2K Sell
1,334
-1,536
-54% -$75.2K ﹤0.01% 1082
2024
Q3 		$80.3K Buy
2,870
+1,485
+107% +$49.5K ﹤0.01% 1338
2024
Q2 		$37.3K Buy
1,385
+1,193
+621% +$31.5K ﹤0.01% 1381
2024
Q1 		$5.17K Sell
192
-123
-39% -$3.51K ﹤0.01% 1636
2023
Q4 		$6K Buy
315
+123
+64% +$2.9K ﹤0.01% 1753
2023
Q3 		$7K Hold
192
– – ﹤0.01% 1517
2023
Q2 		$6K Sell
192
-6
-3% -$200 ﹤0.01% 1452
2023
Q1 		$6K Sell
198
-25
-11% -$829 ﹤0.01% 1730
2022
Q4 		$7K Buy
223
+14
+7% +$428 ﹤0.01% 1624
2022
Q3 		$7K Buy
209
+17
+9% +$623 ﹤0.01% 1459
2022
Q2 		$10K Buy
+192
New +$7.56K ﹤0.01% 1197

Other funds holding DOCS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cache Advisors
Cache Advisors San Francisco, California $1.63B AUM 33.42% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Blue Trust Inc's DOCS Position: Q3 2026 in Review

Blue Trust Inc reduced its Doximity (DOCS) stake by 81% in Q3 2026, selling an estimated $19.6K and leaving 194 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Blue Trust Inc first reported a position in DOCS in Q2 2022 and has held it in 18 quarters since. The position peaked at $96.5K in Q3 2025. 32 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Blue Trust Inc held 194 shares of Doximity worth $5.48K as of Q3 2026.
  • Blue Trust Inc sold 811 Doximity shares in Q3 2026, an estimated $19.6K.
  • Doximity made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1834 holding.
  • Blue Trust Inc first reported a position in Doximity in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Doximity position peaked at $96.5K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.