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 Q2	$209K	Sell	10,068 -1,683	-14%	-$37.2K	﹤0.01%	1537
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

United Capital Financial Advisors's DOCS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Doximity (DOCS) stake by 14% in Q2 2026, selling an estimated $37.2K and leaving 10,068 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

United Capital Financial Advisors first reported a position in DOCS in Q3 2022 and has held it in 9 quarters since. The position peaked at $4.79M in Q4 2022. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

United Capital Financial Advisors held 10,068 shares of Doximity worth $209K as of Q2 2026.
United Capital Financial Advisors sold 1,683 Doximity shares in Q2 2026, an estimated $37.2K.
Doximity made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1537 holding.
United Capital Financial Advisors first reported a position in Doximity in Q3 2022 and has held it in 9 quarters since.
United Capital Financial Advisors's Doximity position peaked at $4.79M in Q4 2022.
358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.