BTI
DOCU

Blue Trust Inc’s DocuSign DOCU Stock Holding History

Blue Trust Inc’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 		$35.9K Sell
808
-47
-5% -$2.2K ﹤0.01% 1480
2026
Q1 		$40.5K Sell
855
-278
-25% -$14.2K ﹤0.01% 1415
2025
Q4 		$77.5K Buy
1,133
+61
+6% +$4.22K ﹤0.01% 1178
2025
Q3 		$77.3K Sell
1,072
-24
-2% -$1.85K ﹤0.01% 1188
2025
Q2 		$85.4K Sell
1,096
-32
-3% -$2.59K ﹤0.01% 1113
2025
Q1 		$91.8K Buy
1,128
+428
+61% +$37.5K ﹤0.01% 1030
2024
Q4 		$63K Sell
700
-785
-53% -$62.7K ﹤0.01% 1145
2024
Q3 		$79.4K Buy
1,485
+1,383
+1,356% +$77.5K ﹤0.01% 1342
2024
Q2 		$6.07K Buy
+102
New +$5.75K ﹤0.01% 2122
2024
Q1 		– Sell
-72
Closed -$3K – 2321
2023
Q4 		$3K Buy
72
+64
+800% +$2.94K ﹤0.01% 2000
2023
Q3 		$0 Sell
8
-3
-27% -$147 ﹤0.01% 2095
2023
Q2 		$1K Hold
11
– – ﹤0.01% 1830
2023
Q1 		$1K Sell
11
-19
-63% -$1.13K ﹤0.01% 2135
2022
Q4 		$2K Sell
30
-39
-57% -$1.9K ﹤0.01% 1913
2022
Q3 		$4K Sell
69
-327
-83% -$20.5K ﹤0.01% 1615
2022
Q2 		$42K Buy
+396
New +$32.1K ﹤0.01% 735

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

Blue Trust Inc's DOCU Position: Q2 2026 in Review

Blue Trust Inc reduced its DocuSign (DOCU) stake by 5.5% in Q2 2026, selling an estimated $2.2K and leaving 808 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Blue Trust Inc first reported a position in DOCU in Q2 2022 and has held it in 16 quarters since. The position peaked at $91.8K in Q1 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Blue Trust Inc held 808 shares of DocuSign worth $35.9K as of Q2 2026.
  • Blue Trust Inc sold 47 DocuSign shares in Q2 2026, an estimated $2.2K.
  • DocuSign made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1480 holding.
  • Blue Trust Inc first reported a position in DocuSign in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's DocuSign position peaked at $91.8K in Q1 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.