Colonial Trust’s DocuSign DOCU Stock Holding History

Colonial 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	$4.4K	Buy	99 +35	+55%	+$1.64K	﹤0.01%	895
2026 Q1	$3.03K	Hold	64	–	–	﹤0.01%	956
2025 Q4	$4.38K	Sell	64 -22	-26%	-$1.52K	﹤0.01%	869
2025 Q3	$6.2K	Hold	86	–	–	﹤0.01%	806
2025 Q2	$6.7K	Buy	86 +22	+34%	+$1.78K	﹤0.01%	797
2025 Q1	$5.21K	Buy	+64	New	+$5.61K	﹤0.01%	818
2023 Q4	–	Sell	-60	Closed	-$3.13K	–	978
2023 Q3	$3.13K	Sell	60 -102	-63%	-$5K	﹤0.01%	841
2023 Q2	$8.3K	Hold	162	–	–	﹤0.01%	727
2023 Q1	$9.16K	Hold	162	–	–	﹤0.01%	682
2022 Q4	$9.03K	Buy	+162	New	+$7.89K	﹤0.01%	686

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

Colonial Trust's DOCU Position: Q2 2026 in Review

Colonial Trust increased its DocuSign (DOCU) stake by 55% in Q2 2026, buying an estimated $1.64K and bringing the position to 99 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Colonial Trust first reported a position in DOCU in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.16K in Q1 2023. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Colonial Trust held 99 shares of DocuSign worth $4.4K as of Q2 2026.
Colonial Trust bought 35 DocuSign shares in Q2 2026, an estimated $1.64K.
DocuSign made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #895 holding.
Colonial Trust first reported a position in DocuSign in Q4 2022 and has held it in 10 quarters since.
Colonial Trust's DocuSign position peaked at $9.16K in Q1 2023.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.