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DOCU

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
Q2 		$6.66K Sell
150
-36
-19% -$1.69K ﹤0.01% 859
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bell Investment Advisors's DOCU Position: Q2 2026 in Review

Bell Investment Advisors reduced its DocuSign (DOCU) stake by 19% in Q2 2026, selling an estimated $1.69K and leaving 150 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Bell Investment Advisors first reported a position in DOCU in Q3 2021 and has held it in 19 quarters since. The position peaked at $11K in Q3 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Bell Investment Advisors held 150 shares of DocuSign worth $6.66K as of Q2 2026.
  • Bell Investment Advisors sold 36 DocuSign shares in Q2 2026, an estimated $1.69K.
  • DocuSign made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #859 holding.
  • Bell Investment Advisors first reported a position in DocuSign in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's DocuSign position peaked at $11K in Q3 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.