STA
DOCS icon

Summit Trail Advisors’s Doximity DOCS Stock Holding History

Summit Trail 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 		$1.46M Buy
62,504
+7,852
+14% +$245K 0.02% 742
2025
Q4 		$2.42M Buy
54,652
+5,680
+12% +$319K 0.04% 310
2025
Q3 		$3.58M Buy
48,972
+4,874
+11% +$318K 0.05% 202
2025
Q2 		$2.7M Sell
44,098
-1,281
-3% -$71.5K 0.05% 209
2025
Q1 		$2.63M Sell
45,379
-528
-1% -$33.3K 0.09% 72
2024
Q4 		$2.45M Sell
45,907
-4,663
-9% -$228K 0.09% 75
2024
Q3 		$2.2M Sell
50,570
-2,386
-5% -$79.6K 0.05% 152
2024
Q2 		$1.48M Buy
52,956
+24
+0% +$633 0.04% 174
2024
Q1 		$1.42M Hold
52,932
– – 0.04% 170
2023
Q4 		$1.48M Sell
52,932
-421
-0.8% -$9.94K 0.05% 127
2023
Q3 		$1.13M Buy
53,353
+333
+0.6% +$9.09K 0.04% 143
2023
Q2 		$1.8M Buy
53,020
+244
+0.5% +$8.13K 0.07% 107
2023
Q1 		$1.71M Sell
52,776
-58
-0.1% -$1.92K 0.07% 95
2022
Q4 		$1.77M Sell
52,834
-26
-0% -$794 0.08% 83
2022
Q3 		$1.6M Sell
52,860
-85
-0.2% -$3.12K 0.09% 83
2022
Q2 		$1.84M Buy
+52,945
New +$2.08M 0.11% 84

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
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

Summit Trail Advisors's DOCS Position: Q1 2026 in Review

Summit Trail Advisors increased its Doximity (DOCS) stake by 14% in Q1 2026, buying an estimated $245K and bringing the position to 62,504 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #742.

Summit Trail Advisors first reported a position in DOCS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.58M in Q3 2025. 419 funds tracked by Wall St. Rank hold DOCS as of Q1 2026.

  • Summit Trail Advisors held 62,504 shares of Doximity worth $1.46M as of Q1 2026.
  • Summit Trail Advisors bought 7,852 Doximity shares in Q1 2026, an estimated $245K.
  • Doximity made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #742 holding.
  • Summit Trail Advisors first reported a position in Doximity in Q2 2022 and has held it in 16 quarters since.
  • Summit Trail Advisors's Doximity position peaked at $3.58M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Doximity as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.