BAM
DOCU

Belpointe Asset Management’s DocuSign DOCU Stock Holding History

Belpointe Asset Management’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 		– Sell
-13,247
Closed -$628K – 1146
2026
Q1 		$628K Buy
+13,247
New +$678K 0.02% 618
2023
Q2 		– Sell
-1,470
Closed -$85.7K – 1280
2023
Q1 		$85.7K Buy
1,470
+43
+3% +$2.56K ﹤0.01% 1397
2022
Q4 		$79.1K Sell
1,427
-731
-34% -$35.6K ﹤0.01% 1365
2022
Q3 		$115K Buy
2,158
+327
+18% +$20.5K 0.01% 1095
2022
Q2 		$106K Sell
1,831
-10,963
-86% -$888K 0.01% 1091
2022
Q1 		$1.37M Buy
12,794
+10,274
+408% +$1.18M 0.08% 251
2021
Q4 		$384K Sell
2,520
-444
-15% -$101K 0.02% 614
2021
Q3 		$763K Sell
2,964
-4,234
-59% -$1.22M 0.05% 382
2021
Q2 		$2.01M Buy
7,198
+3,588
+99% +$802K 0.14% 154
2021
Q1 		$731K Sell
3,610
-5,602
-61% -$1.3M 0.06% 312
2020
Q4 		$2.05M Sell
9,212
-2,965
-24% -$666K 0.18% 119
2020
Q3 		$2.62M Sell
12,177
-2,725
-18% -$566K 0.29% 77
2020
Q2 		$2.57M Buy
14,902
+3,518
+31% +$443K 0.33% 61
2020
Q1 		$1.05M Sell
11,384
-3,774
-25% -$303K 0.18% 127
2019
Q4 		$1.12M Buy
15,158
+5,541
+58% +$381K 0.14% 160
2019
Q3 		$596K Buy
+9,617
New +$504K 0.1% 235
2018
Q3 		– Sell
-8,056
Closed -$427K – 648
2018
Q2 		$427K Buy
+8,056
New +$407K 0.12% 197

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 $3.37T AUM 44.26% 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

Belpointe Asset Management's DOCU Position: Q2 2026 in Review

Belpointe Asset Management sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 13,247 shares — an estimated $628K sold.

Belpointe Asset Management first reported a position in DOCU in Q2 2018 and held it in 17 quarters. The position peaked at $2.62M in Q3 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Belpointe Asset Management reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 13,247 DocuSign shares in Q2 2026, an estimated $628K.
  • Belpointe Asset Management first reported a position in DocuSign in Q2 2018 and held it in 17 quarters.
  • Belpointe Asset Management's DocuSign position peaked at $2.62M in Q3 2020.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.