IMA Advisory Services’s DocuSign DOCU Stock Holding History

IMA Advisory Services’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	$2.93K	Sell	66 -14,151	-100%	-$663K	﹤0.01%	1016
2026 Q1	$674K	Sell	14,217 -221	-2%	-$11.3K	0.07%	138
2025 Q4	$988K	Sell	14,438 -166	-1%	-$11.5K	0.09%	129
2025 Q3	$1.05M	Sell	14,604 -11	-0.1%	-$848	0.11%	120
2025 Q2	$1.14M	Buy	14,615 +2,143	+17%	+$173K	0.12%	114
2025 Q1	$1.02M	Sell	12,472 -1,459	-10%	-$128K	0.12%	110
2024 Q4	$1.25M	Sell	13,931 -334	-2%	-$26.7K	0.15%	109
2024 Q3	$886K	Buy	+14,265	New	+$799K	0.19%	104
2023 Q4	–	Sell	-10,349	Closed	-$435K	–	116
2023 Q3	$435K	Sell	10,349 -150	-1%	-$7.35K	0.11%	119
2023 Q2	$536K	Buy	10,499 +622	+6%	+$32.9K	0.14%	109
2023 Q1	$576K	Buy	9,877 +433	+5%	+$25.8K	0.15%	110
2022 Q4	$523K	Sell	9,444 -21,178	-69%	-$1.03M	0.14%	106
2022 Q3	$1.64M	Sell	30,622 -2,946	-9%	-$185K	0.44%	70
2022 Q2	$1.93M	Buy	33,568 +7,118	+27%	+$576K	0.47%	66
2022 Q1	$2.83M	Buy	26,450 +4,484	+20%	+$515K	0.65%	51
2021 Q4	$3.35M	Buy	+21,966	New	+$5.01M	0.74%	40

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

IMA Advisory Services's DOCU Position: Q2 2026 in Review

IMA Advisory Services reduced its DocuSign (DOCU) stake by 100% in Q2 2026, selling an estimated $663K and leaving 66 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

IMA Advisory Services first reported a position in DOCU in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.35M in Q4 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

IMA Advisory Services held 66 shares of DocuSign worth $2.93K as of Q2 2026.
IMA Advisory Services sold 14,151 DocuSign shares in Q2 2026, an estimated $663K.
DocuSign made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1016 holding.
IMA Advisory Services first reported a position in DocuSign in Q4 2021 and has held it in 16 quarters since.
IMA Advisory Services's DocuSign position peaked at $3.35M in Q4 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.