TCA
DOCS icon

Trifecta Capital Advisors’s Doximity DOCS Stock Holding History

Trifecta Capital 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
2025
Q3 		– Sell
-60
Closed -$3.68K – 473
2025
Q2 		$3.68K Buy
+60
New +$3.35K ﹤0.01% 286

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trifecta Capital Advisors's DOCS Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Doximity (DOCS) in Q3 2025, closing a stake of 60 shares — an estimated $3.68K sold.

Trifecta Capital Advisors first reported a position in DOCS in Q2 2025 and held it in 1 quarter. The position peaked at $3.68K in Q2 2025. 499 funds tracked by Wall St. Rank hold DOCS as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Doximity position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 60 Doximity shares in Q3 2025, an estimated $3.68K.
  • Trifecta Capital Advisors first reported a position in Doximity in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Doximity position peaked at $3.68K in Q2 2025.
  • 499 funds tracked by Wall St. Rank held Doximity as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.