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 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

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

Cornerstone Planning Group's DOCU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its DocuSign (DOCU) stake by 13% in Q2 2026, selling an estimated $562 and leaving 80 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Cornerstone Planning Group first reported a position in DOCU in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.5K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Cornerstone Planning Group held 80 shares of DocuSign worth $3.83K as of Q2 2026.
Cornerstone Planning Group sold 12 DocuSign shares in Q2 2026, an estimated $562.
DocuSign made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1161 holding.
Cornerstone Planning Group first reported a position in DocuSign in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's DocuSign position peaked at $39.5K in Q4 2024.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.