Cornerstone Planning Group
DOCU icon

Cornerstone Planning Group’s DocuSign DOCU Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-80
Closed -$3.83K – 568
2026
Q2 		$3.83K Sell
80
-12
-13% -$562 ﹤0.01% 1161
2026
Q1 		$4.45K Buy
92
+45
+96% +$2.3K ﹤0.01% 1116
2025
Q4 		$2.64K Sell
47
-12
-20% -$830 ﹤0.01% 1133
2025
Q3 		$5.88K Buy
59
+34
+136% +$2.62K ﹤0.01% 913
2025
Q2 		$1.85K Sell
25
-1
-4% -$81 ﹤0.01% 968
2025
Q1 		$2.03K Sell
26
-402
-94% -$35.2K ﹤0.01% 983
2024
Q4 		$39.5K Sell
428
-6
-1% -$479 0.01% 214
2024
Q3 		$30.4K Sell
434
-1
-0.2% -$56 0.01% 245
2024
Q2 		$21.6K Hold
435
– – 0.01% 302
2024
Q1 		$26K Sell
435
-43
-9% -$2.43K 0.01% 264
2023
Q4 		$28.4K Buy
478
+176
+58% +$8.07K 0.01% 271
2023
Q3 		$12.7K Buy
302
+175
+138% +$8.58K ﹤0.01% 380
2023
Q2 		$6.49K Buy
+127
New +$6.73K ﹤0.01% 802
2022
Q4 		$6.86K Buy
+127
New +$6.18K ﹤0.01% 757

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's DOCU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 80 shares — an estimated $3.83K sold.

Cornerstone Planning Group first reported a position in DOCU in Q4 2022 and held it in 14 quarters. The position peaked at $39.5K in Q4 2024. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Cornerstone Planning Group reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 80 DocuSign shares in Q3 2026, an estimated $3.83K.
  • Cornerstone Planning Group first reported a position in DocuSign in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's DocuSign position peaked at $39.5K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.