GWS
DOCU

Greykasell Wealth Strategies’s DocuSign DOCU Stock Holding History

Greykasell Wealth Strategies’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 		– Sell
-14
Closed -$664 – 510
2026
Q1 		$664 Hold
14
– – ﹤0.01% 552
2025
Q4 		$958 Hold
14
– – ﹤0.01% 475
2025
Q3 		$1.01K Buy
+14
New +$1.08K ﹤0.01% 395

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Greykasell Wealth Strategies's DOCU Position: Q2 2026 in Review

Greykasell Wealth Strategies sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 14 shares — an estimated $664 sold.

Greykasell Wealth Strategies first reported a position in DOCU in Q3 2025 and held it in 3 quarters. The position peaked at $1.01K in Q3 2025. 404 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Greykasell Wealth Strategies reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 14 DocuSign shares in Q2 2026, an estimated $664.
  • Greykasell Wealth Strategies first reported a position in DocuSign in Q3 2025 and held it in 3 quarters.
  • Greykasell Wealth Strategies's DocuSign position peaked at $1.01K in Q3 2025.
  • 404 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.