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Whittier Trust’s Doximity DOCS Stock Holding History

Whittier Trust’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 		$4.18M Sell
182,682
-1,268
-0.7% -$28K 0.04% 228
2026
Q1 		$4.24M Buy
183,950
+183,733
+84,670% +$5.73M 0.05% 203
2025
Q4 		$9.91K Hold
217
– – ﹤0.01% 1134
2025
Q3 		$15.9K Hold
217
– – ﹤0.01% 1043
2025
Q2 		$13.3K Buy
+217
New +$12.1K ﹤0.01% 1184

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

Whittier Trust's DOCS Position: Q2 2026 in Review

Whittier Trust reduced its Doximity (DOCS) stake by 0.69% in Q2 2026, selling an estimated $28K and leaving 182,682 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #228.

Whittier Trust first reported a position in DOCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.24M in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Whittier Trust held 182,682 shares of Doximity worth $4.18M as of Q2 2026.
  • Whittier Trust sold 1,268 Doximity shares in Q2 2026, an estimated $28K.
  • Doximity made up 0.04% of Whittier Trust's portfolio in Q2 2026, its #228 holding.
  • Whittier Trust first reported a position in Doximity in Q2 2025 and has held it in 5 quarters since.
  • Whittier Trust's Doximity position peaked at $4.24M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.