Cambridge Investment Research Advisors
DOCS icon

Cambridge Investment Research Advisors’s Doximity DOCS Stock Holding History

Cambridge Investment Research 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 		– Sell
-6,038
Closed -$267K – 3967
2025
Q4 		$267K Sell
6,038
-2,771
-31% -$156K ﹤0.01% 3316
2025
Q3 		$644K Buy
+8,809
New +$574K ﹤0.01% 2439
2023
Q4 		– Sell
-21,101
Closed -$448K – 3218
2023
Q3 		$448K Buy
+21,101
New +$576K ﹤0.01% 2175
2022
Q3 		– Sell
-17,744
Closed -$618K – 3087
2022
Q2 		$618K Sell
17,744
-3,355
-16% -$132K ﹤0.01% 1800
2022
Q1 		$1.1M Buy
21,099
+17,021
+417% +$857K 0.01% 1507
2021
Q4 		$204K Sell
4,078
-2,210
-35% -$144K ﹤0.01% 2881
2021
Q3 		$507K Buy
+6,288
New +$460K ﹤0.01% 2042

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