CAPTRUST Financial Advisors
DOCS icon

CAPTRUST Financial Advisors’s Doximity DOCS Stock Holding History

CAPTRUST Financial 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 		$209K Sell
10,073
-11,659
-54% -$258K ﹤0.01% 2852
2026
Q1 		$506K Buy
21,732
+15,071
+226% +$470K ﹤0.01% 2028
2025
Q4 		$295K Sell
6,661
-509
-7% -$28.6K ﹤0.01% 2268
2025
Q3 		$524K Buy
+7,170
New +$467K ﹤0.01% 1784
2022
Q3 		– Sell
-237
Closed -$8K – 2574
2022
Q2 		$8K Sell
237
-1,474
-86% -$58K ﹤0.01% 3863
2022
Q1 		$89K Buy
1,711
+1,611
+1,611% +$81.1K ﹤0.01% 2360
2021
Q4 		$5K Buy
+100
New +$6.51K ﹤0.01% 4057

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

CAPTRUST Financial Advisors's DOCS Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Doximity (DOCS) stake by 54% in Q2 2026, selling an estimated $258K and leaving 10,073 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

CAPTRUST Financial Advisors first reported a position in DOCS in Q4 2021 and has held it in 7 quarters since. The position peaked at $524K in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,073 shares of Doximity worth $209K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 11,659 Doximity shares in Q2 2026, an estimated $258K.
  • Doximity made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2852 holding.
  • CAPTRUST Financial Advisors first reported a position in Doximity in Q4 2021 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's Doximity position peaked at $524K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.