CPG
DOCU

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
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
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