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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
Q2 		$1.4M Buy
67,387
+4,883
+8% +$108K 0.02% 835
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 $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

Summit Trail Advisors's DOCS Position: Q2 2026 in Review

Summit Trail Advisors increased its Doximity (DOCS) stake by 7.8% in Q2 2026, buying an estimated $108K and bringing the position to 67,387 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #835.

Summit Trail Advisors first reported a position in DOCS in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.58M in Q3 2025. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Summit Trail Advisors held 67,387 shares of Doximity worth $1.4M as of Q2 2026.
  • Summit Trail Advisors bought 4,883 Doximity shares in Q2 2026, an estimated $108K.
  • Doximity made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #835 holding.
  • Summit Trail Advisors first reported a position in Doximity in Q2 2022 and has held it in 17 quarters since.
  • Summit Trail Advisors's Doximity position peaked at $3.58M in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.