Beacon Investment Advisory Services’s DocuSign DOCU Stock Holding History

Beacon Investment Advisory Services’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67K	Sell	60 -1,300	-96%	-$60.9K	﹤0.01%	735
2026 Q1	$64.5K	Buy	+1,360	New	+$69.6K	﹤0.01%	395
2024 Q2	–	Sell	-4,194	Closed	-$250K	–	266
2024 Q1	$250K	Sell	4,194 -500	-11%	-$28.2K	0.01%	239
2023 Q4	$279K	Sell	4,694 -786	-14%	-$36K	0.01%	232
2023 Q3	$230K	Sell	5,480 -234	-4%	-$11.5K	0.01%	251
2023 Q2	$292K	Sell	5,714 -1,840	-24%	-$97.4K	0.01%	241
2023 Q1	$440K	Sell	7,554 -365	-5%	-$21.8K	0.02%	201
2022 Q4	$439K	Sell	7,919 -5,442	-41%	-$265K	0.02%	196
2022 Q3	$714K	Sell	13,361 -523	-4%	-$32.8K	0.04%	166
2022 Q2	$797K	Sell	13,884 -447	-3%	-$36.2K	0.04%	164
2022 Q1	$1.53M	Sell	14,331 -503	-3%	-$57.7K	0.07%	139
2021 Q4	$2.26M	Sell	14,834 -2,287	-13%	-$521K	0.09%	132
2021 Q3	$4.41M	Sell	17,121 -1,006	-6%	-$290K	0.18%	98
2021 Q2	$5.07M	Buy	18,127 +4,155	+30%	+$929K	0.21%	92
2021 Q1	$2.83M	Buy	13,972 +9,153	+190%	+$2.12M	0.12%	121
2020 Q4	$1.07M	Buy	+4,819	New	+$1.08M	0.05%	146

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Beacon Investment Advisory Services's DOCU Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its DocuSign (DOCU) stake by 96% in Q2 2026, selling an estimated $60.9K and leaving 60 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Beacon Investment Advisory Services first reported a position in DOCU in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.07M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Beacon Investment Advisory Services held 60 shares of DocuSign worth $2.67K as of Q2 2026.
Beacon Investment Advisory Services sold 1,300 DocuSign shares in Q2 2026, an estimated $60.9K.
DocuSign made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #735 holding.
Beacon Investment Advisory Services first reported a position in DocuSign in Q4 2020 and has held it in 16 quarters since.
Beacon Investment Advisory Services's DocuSign position peaked at $5.07M in Q2 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.