CAL
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Capital Advisors Ltd’s Doximity DOCS Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
13
– – ﹤0.01% 1419
2025
Q4 		$1K Hold
13
– – ﹤0.01% 1169
2025
Q3 		$1K Hold
13
– – ﹤0.01% 1173
2025
Q2 		$1K Hold
13
– – ﹤0.01% 1171
2025
Q1 		$1K Hold
13
– – ﹤0.01% 1152
2024
Q4 		$1K Hold
13
– – ﹤0.01% 1177
2024
Q3 		$1K Sell
13
-4
-24% -$133 ﹤0.01% 1175
2024
Q2 		$0 Buy
+17
New +$448 ﹤0.01% 1443
2023
Q3 		– Sell
-14
Closed – – 1326
2023
Q2 		$0 Hold
14
– – ﹤0.01% 1345
2023
Q1 		$0 Hold
14
– – ﹤0.01% 1276
2022
Q4 		$0 Sell
14
-13
-48% -$397 ﹤0.01% 1312
2022
Q3 		$1K Buy
27
+6
+29% +$220 ﹤0.01% 997
2022
Q2 		$1K Buy
+21
New +$827 ﹤0.01% 761

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