Glen Eagle Advisors’s Doximity DOCS Stock Holding History

Glen Eagle 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 Q1	$2.33K	Hold	100	–	–	﹤0.01%	835
2025 Q4	$4.43K	Hold	100	–	–	﹤0.01%	789
2025 Q3	$7.32K	Hold	100	–	–	﹤0.01%	738
2025 Q2	$6.13K	Hold	100	–	–	﹤0.01%	708
2025 Q1	$5.8K	Sell	100 -107	-52%	-$6.76K	﹤0.01%	714
2024 Q4	$11.1K	Hold	207	–	–	﹤0.01%	634
2024 Q3	$9.02K	Sell	207 -63	-23%	-$2.1K	﹤0.01%	675
2024 Q2	$7.55K	Hold	270	–	–	﹤0.01%	695
2024 Q1	$7.27K	Hold	270	–	–	﹤0.01%	718
2023 Q4	$7.57K	Hold	270	–	–	﹤0.01%	676
2023 Q3	$5.73K	Hold	270	–	–	﹤0.01%	708
2023 Q2	$9.19K	Hold	270	–	–	﹤0.01%	648
2023 Q1	$8.74K	Hold	270	–	–	﹤0.01%	638
2022 Q4	$9.06K	Hold	270	–	–	﹤0.01%	632
2022 Q3	$8.16K	Buy	270 +11	+4%	+$403	﹤0.01%	628
2022 Q2	$9.02K	Buy	259 +21	+9%	+$827	﹤0.01%	637
2022 Q1	$12.4K	Buy	238 +13	+6%	+$654	﹤0.01%	589
2021 Q4	$11.3K	Hold	225	–	–	﹤0.01%	598
2021 Q3	$18.2K	Buy	225 +135	+150%	+$9.87K	0.01%	573
2021 Q2	$5.24K	Buy	+90	New	+$5.05K	﹤0.01%	808

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return