Envestnet Asset Management
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Envestnet Asset Management’s Doximity DOCS Stock Holding History

Envestnet Asset Management’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
Q1 		$2.9M Sell
124,306
-7,227
-5% -$225K ﹤0.01% 2735
2025
Q4 		$5.82M Sell
131,533
-6,335
-5% -$356K ﹤0.01% 2073
2025
Q3 		$10.1M Buy
137,868
+1,018
+0.7% +$66.4K ﹤0.01% 1761
2025
Q2 		$8.39M Sell
136,850
-24,023
-15% -$1.34M ﹤0.01% 1847
2025
Q1 		$9.34M Sell
160,873
-2,032
-1% -$128K ﹤0.01% 1709
2024
Q4 		$8.7M Buy
162,905
+27,001
+20% +$1.32M ﹤0.01% 1740
2024
Q3 		$5.92M Sell
135,904
-12,680
-9% -$423K ﹤0.01% 1994
2024
Q2 		$4.16M Buy
148,584
+21,005
+16% +$554K ﹤0.01% 2153
2024
Q1 		$3.43M Sell
127,579
-7,688
-6% -$219K ﹤0.01% 2234
2023
Q4 		$3.79M Sell
135,267
-21,450
-14% -$507K ﹤0.01% 2072
2023
Q3 		$3.33M Buy
156,717
+27,468
+21% +$750K ﹤0.01% 2078
2023
Q2 		$4.4M Buy
129,249
+16,143
+14% +$538K ﹤0.01% 1777
2023
Q1 		$3.66M Buy
113,106
+11,120
+11% +$369K ﹤0.01% 1818
2022
Q4 		$3.42M Sell
101,986
-8,683
-8% -$265K ﹤0.01% 1819
2022
Q3 		$3.34M Buy
110,669
+9,433
+9% +$346K ﹤0.01% 1756
2022
Q2 		$3.52M Buy
101,236
+71,940
+246% +$2.83M ﹤0.01% 1732
2022
Q1 		$1.53M Sell
29,296
-16,395
-36% -$825K ﹤0.01% 2370
2021
Q4 		$2.29M Buy
45,691
+42,014
+1,143% +$2.74M ﹤0.01% 2074
2021
Q3 		$297K Buy
+3,677
New +$269K ﹤0.01% 3299

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