Kestra Advisory Services’s DocuSign DOCU Stock Holding History

Kestra 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	$370K	Sell	8,322 -878	-10%	-$41.2K	﹤0.01%	2577
2026 Q1	$436K	Sell	9,200 -1,244	-12%	-$63.6K	﹤0.01%	2321
2025 Q4	$714K	Buy	10,444 +447	+4%	+$30.9K	﹤0.01%	1896
2025 Q3	$721K	Buy	9,997 +984	+11%	+$75.8K	﹤0.01%	1816
2025 Q2	$702K	Buy	9,013 +600	+7%	+$48.5K	﹤0.01%	1730
2025 Q1	$685K	Sell	8,413 -7,897	-48%	-$692K	﹤0.01%	1622
2024 Q4	$1.47M	Sell	16,310 -2,348	-13%	-$187K	0.01%	1177
2024 Q3	$1.16M	Buy	18,658 +1,605	+9%	+$90K	0.01%	1245
2024 Q2	$844K	Buy	17,053 +2,774	+19%	+$156K	﹤0.01%	1431
2024 Q1	$850K	Buy	14,279 +3,152	+28%	+$178K	0.01%	1336
2023 Q4	$662K	Sell	11,127 -9,952	-47%	-$456K	0.01%	1354
2023 Q3	$885K	Sell	21,079 -3,758	-15%	-$184K	0.01%	1051
2023 Q2	$1.27M	Sell	24,837 -3,470	-12%	-$184K	0.01%	866
2023 Q1	$1.65M	Sell	28,307 -15,184	-35%	-$906K	0.02%	723
2022 Q4	$2.41M	Sell	43,491 -2,174	-5%	-$106K	0.02%	670
2022 Q3	$2.44M	Buy	45,665 +2,630	+6%	+$165K	0.03%	595
2022 Q2	$2.47M	Buy	43,035 +1,589	+4%	+$129K	0.03%	592
2022 Q1	$4.44M	Buy	41,446 +1,523	+4%	+$175K	0.05%	406
2021 Q4	$6.08M	Buy	39,923 +1,093	+3%	+$249K	0.06%	317
2021 Q3	$10M	Buy	38,830 +1,208	+3%	+$348K	0.1%	220
2021 Q2	$10.5M	Buy	37,622 +882	+2%	+$197K	0.12%	194
2021 Q1	$7.44M	Sell	36,740 -2,758	-7%	-$640K	0.09%	241
2020 Q4	$8.92M	Buy	39,498 +1,855	+5%	+$417K	0.1%	220
2020 Q3	$8.08M	Buy	+37,643	New	+$7.81M	0.15%	165

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

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

Kestra Advisory Services reduced its DocuSign (DOCU) stake by 9.5% in Q2 2026, selling an estimated $41.2K and leaving 8,322 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

Kestra Advisory Services first reported a position in DOCU in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.5M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Kestra Advisory Services held 8,322 shares of DocuSign worth $370K as of Q2 2026.
Kestra Advisory Services sold 878 DocuSign shares in Q2 2026, an estimated $41.2K.
DocuSign made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2577 holding.
Kestra Advisory Services first reported a position in DocuSign in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's DocuSign position peaked at $10.5M in Q2 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.