Diversified Trust
DOCS icon

Diversified Trust’s Doximity DOCS Stock Holding History

Diversified 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
Q3 		$603K Buy
+21,267
New +$514K 0.01% 632

Other funds holding DOCS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Diversified Trust's DOCS Position: Q3 2026 in Review

Diversified Trust opened a new position in Doximity (DOCS) in Q3 2026: 21,267 shares worth $603K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

170 funds tracked by Wall St. Rank hold DOCS as of Q3 2026.

  • Diversified Trust held 21,267 shares of Doximity worth $603K as of Q3 2026.
  • Doximity was a new Diversified Trust position in Q3 2026.
  • Doximity made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #632 holding.
  • 170 funds tracked by Wall St. Rank held Doximity as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.