UCFA
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United Capital Financial Advisors’s Doximity DOCS Stock Holding History

United Capital Financial 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 		$274K Buy
+11,751
New +$366K ﹤0.01% 1397
2025
Q4 		– Sell
-3,240
Closed -$237K – 1378
2025
Q3 		$237K Buy
+3,240
New +$211K ﹤0.01% 1092
2024
Q1 		– Sell
-9,949
Closed -$279K – 1091
2023
Q4 		$279K Sell
9,949
-104,380
-91% -$2.47M ﹤0.01% 898
2023
Q3 		$2.43M Sell
114,329
-21,031
-16% -$574K 0.02% 398
2023
Q2 		$4.6M Sell
135,360
-6,029
-4% -$201K 0.03% 326
2023
Q1 		$4.58M Sell
141,389
-1,375
-1% -$45.6K 0.03% 329
2022
Q4 		$4.79M Buy
142,764
+15,224
+12% +$465K 0.03% 329
2022
Q3 		$3.85M Buy
+127,540
New +$4.67M 0.02% 363

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T 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