Garden State Investment Advisory Services’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,700
Closed -$161K 256
2023
Q4
$161K Sell
2,700
-200
-7% -$9.17K 0.06% 205
2023
Q3
$122K Hold
2,900
0.06% 190
2023
Q2
$148K Buy
+2,900
New +$154K 0.06% 204

Other funds holding DOCU

Garden State Investment Advisory Services's DOCU Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in DocuSign (DOCU) in Q2 2026: 5,177 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #297 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in DOCU as recently as Q4 2025.

Garden State Investment Advisory Services first reported a position in DOCU in Q2 2023 and has held it in 9 quarters since. The position peaked at $243K in Q1 2025. 447 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Garden State Investment Advisory Services held 5,177 shares of DocuSign worth $230K as of Q2 2026.
  • DocuSign was a new Garden State Investment Advisory Services position in Q2 2026.
  • DocuSign made up 0.04% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #297 holding.
  • Garden State Investment Advisory Services first reported a position in DocuSign in Q2 2023 and has held it in 9 quarters since.
  • Garden State Investment Advisory Services's DocuSign position peaked at $243K in Q1 2025.
  • 447 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.