Clearstead Trust’s DocuSign DOCU Stock Holding History

Clearstead Trust’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	$3.87K	Sell	87 -92	-51%	-$4.31K	﹤0.01%	820
2026 Q1	$8.49K	Buy	179 +116	+184%	+$5.93K	﹤0.01%	627
2025 Q4	$4.31K	Buy	63 +24	+62%	+$1.66K	﹤0.01%	789
2025 Q3	$2.81K	Buy	39 +10	+34%	+$771	﹤0.01%	897
2025 Q2	$2.26K	Sell	29 -1	-3%	-$81	﹤0.01%	918
2025 Q1	$2.44K	Buy	+30	New	+$2.63K	﹤0.01%	742
2021 Q1	–	Sell	-42	Closed	-$9K	–	126
2020 Q4	$9K	Buy	+42	New	+$9.43K	0.01%	156
2020 Q2	–	Sell	-229	Closed	-$21K	–	163
2020 Q1	$21K	Buy	+229	New	+$18.4K	0.02%	142

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Clearstead Trust's DOCU Position: Q2 2026 in Review

Clearstead Trust reduced its DocuSign (DOCU) stake by 51% in Q2 2026, selling an estimated $4.31K and leaving 87 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Clearstead Trust first reported a position in DOCU in Q1 2020 and has held it in 8 quarters since. The position peaked at $21K in Q1 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Clearstead Trust held 87 shares of DocuSign worth $3.87K as of Q2 2026.
Clearstead Trust sold 92 DocuSign shares in Q2 2026, an estimated $4.31K.
DocuSign made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #820 holding.
Clearstead Trust first reported a position in DocuSign in Q1 2020 and has held it in 8 quarters since.
Clearstead Trust's DocuSign position peaked at $21K in Q1 2020.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.