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Toth Financial Advisory’s Doximity DOCS Stock Holding History

Toth Financial Advisory’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 		$20.7K Sell
1,000
-1,000
-50% -$22.1K ﹤0.01% 502
2026
Q1 		$46.6K Buy
2,000
+1,000
+100% +$31.2K 0.01% 370
2025
Q4 		$44.3K Buy
1,000
+500
+100% +$28.1K ﹤0.01% 376
2025
Q3 		$36.6K Buy
500
+300
+150% +$19.6K ﹤0.01% 395
2025
Q2 		$12.3K Hold
200
– – ﹤0.01% 473
2025
Q1 		$11.6K Buy
+200
New +$12.6K ﹤0.01% 446

Other funds holding DOCS

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return