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
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 – 2322
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
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