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 Q2	–	Sell	-13	Closed	–	–	1415
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Advisors Ltd's DOCS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Doximity (DOCS) in Q2 2026, closing a stake of 13 shares.

Capital Advisors Ltd first reported a position in DOCS in Q2 2022 and held it in 13 quarters. The position peaked at $1K in Q4 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

Capital Advisors Ltd reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 13 Doximity shares in Q2 2026.
Capital Advisors Ltd first reported a position in Doximity in Q2 2022 and held it in 13 quarters.
Capital Advisors Ltd's Doximity position peaked at $1K in Q4 2025.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.