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Clearstead Advisors’s Doximity DOCS Stock Holding History

Clearstead 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 		$11.1K Buy
536
+6
+1% +$133 ﹤0.01% 1946
2026
Q1 		$12.3K Sell
530
-500
-49% -$15.6K ﹤0.01% 1547
2025
Q4 		$45.6K Buy
1,030
+320
+45% +$18K ﹤0.01% 1442
2025
Q3 		$51.9K Buy
710
+45
+7% +$2.93K ﹤0.01% 1269
2025
Q2 		$40.8K Buy
665
+320
+93% +$17.9K ﹤0.01% 1349
2025
Q1 		$20K Sell
345
-38
-10% -$2.4K ﹤0.01% 1424
2024
Q4 		$20.4K Buy
383
+220
+135% +$10.8K ﹤0.01% 1383
2024
Q3 		$7.1K Buy
163
+100
+159% +$3.33K ﹤0.01% 1652
2024
Q2 		$1.76K Sell
63
-204
-76% -$5.38K ﹤0.01% 1831
2024
Q1 		$6.14K Hold
267
– – ﹤0.01% 1146
2023
Q4 		$7.49K Buy
+267
New +$6.31K ﹤0.01% 1105
2022
Q1 		– Sell
-86
Closed -$4K – 1394
2021
Q4 		$4K Buy
86
+2
+2% +$130 ﹤0.01% 1017
2021
Q3 		$7K Buy
+84
New +$6.14K ﹤0.01% 983

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Clearstead Advisors's DOCS Position: Q2 2026 in Review

Clearstead Advisors increased its Doximity (DOCS) stake by 1.1% in Q2 2026, buying an estimated $133 and bringing the position to 536 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Clearstead Advisors first reported a position in DOCS in Q3 2021 and has held it in 13 quarters since. The position peaked at $51.9K in Q3 2025. 162 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Clearstead Advisors held 536 shares of Doximity worth $11.1K as of Q2 2026.
  • Clearstead Advisors bought 6 Doximity shares in Q2 2026, an estimated $133.
  • Doximity made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1946 holding.
  • Clearstead Advisors first reported a position in Doximity in Q3 2021 and has held it in 13 quarters since.
  • Clearstead Advisors's Doximity position peaked at $51.9K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.