Bell Investment Advisors’s DocuSign DOCU Stock Holding History

Bell Investment Advisors’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 Q1	$8.82K	Buy	186 +45	+32%	+$2.3K	﹤0.01%	727
2025 Q4	$9.64K	Buy	141 +94	+200%	+$6.5K	﹤0.01%	706
2025 Q3	$3.39K	Sell	47 -40	-46%	-$3.08K	﹤0.01%	1108
2025 Q2	$6.78K	Buy	87 +20	+30%	+$1.62K	﹤0.01%	840
2025 Q1	$5.45K	Hold	67	–	–	﹤0.01%	870
2024 Q4	$6.03K	Buy	67 +15	+29%	+$1.2K	﹤0.01%	838
2024 Q3	$3.23K	Sell	52 -14	-21%	-$785	﹤0.01%	1146
2024 Q2	$3.53K	Buy	66 +14	+27%	+$790	﹤0.01%	1097
2024 Q1	$3.1K	Buy	52 +10	+24%	+$565	﹤0.01%	1154
2023 Q4	$2.5K	Sell	42 -34	-45%	-$1.56K	﹤0.01%	1235
2023 Q3	$3.19K	Buy	76 +10	+15%	+$490	﹤0.01%	1050
2023 Q2	$3.37K	Sell	66 -27	-29%	-$1.43K	﹤0.01%	1024
2023 Q1	$5.42K	Sell	93 -19	-17%	-$1.13K	﹤0.01%	742
2022 Q4	$6.21K	Buy	112 +41	+58%	+$2K	﹤0.01%	695
2022 Q3	$4K	Buy	71 +14	+25%	+$878	﹤0.01%	766
2022 Q2	$3K	Buy	+57	New	+$4.62K	﹤0.01%	921
2021 Q4	$1K	Sell	6 -36	-86%	-$8.21K	﹤0.01%	1408
2021 Q3	$11K	Buy	+42	New	+$12.1K	﹤0.01%	427

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return