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Clearstead Trust’s Doximity DOCS Stock Holding History

Clearstead Trust’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
-126
Closed -$2.94K – 984
2026
Q1 		$2.94K Buy
126
+120
+2,000% +$3.74K ﹤0.01% 842
2025
Q4 		$266 Sell
6
-28
-82% -$1.57K ﹤0.01% 991
2025
Q3 		$2.49K Hold
34
– – ﹤0.01% 934
2025
Q2 		$2.09K Buy
34
+5
+17% +$279 ﹤0.01% 938
2025
Q1 		$1.68K Buy
+29
New +$1.83K ﹤0.01% 786

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

Clearstead Trust's DOCS Position: Q2 2026 in Review

Clearstead Trust sold out of Doximity (DOCS) in Q2 2026, closing a stake of 126 shares — an estimated $2.94K sold.

Clearstead Trust first reported a position in DOCS in Q1 2025 and held it in 5 quarters. The position peaked at $2.94K in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Clearstead Trust reported no remaining Doximity position as of Q2 2026 after selling out during the quarter.
  • Clearstead Trust sold 126 Doximity shares in Q2 2026, an estimated $2.94K.
  • Clearstead Trust first reported a position in Doximity in Q1 2025 and held it in 5 quarters.
  • Clearstead Trust's Doximity position peaked at $2.94K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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