Loring Wolcott & Coolidge Fiduciary Advisors’s DocuSign DOCU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$207K	Buy	+4,655	New	+$218K	﹤0.01%	315
2022 Q3	–	Sell	-30	Closed	-$2K	–	609
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	608
2022 Q1	$3K	Sell	30 -27	-47%	-$3.1K	﹤0.01%	606
2021 Q4	$9K	Buy	57 +1	+2%	+$228	﹤0.01%	612
2021 Q3	$14K	Buy	56 +10	+22%	+$2.88K	﹤0.01%	552
2021 Q2	$13K	Buy	+46	New	+$10.3K	﹤0.01%	578
2021 Q1	–	Sell	-13	Closed	-$3K	–	413
2020 Q4	$3K	Buy	+13	New	+$2.92K	﹤0.01%	724

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 $3.38T AUM 44.17% 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

Loring Wolcott & Coolidge Fiduciary Advisors's DOCU Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in DocuSign (DOCU) in Q2 2026: 4,655 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in DOCU as recently as Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DOCU in Q4 2020 and has held it in 7 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 4,655 shares of DocuSign worth $207K as of Q2 2026.
DocuSign was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
DocuSign made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #315 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DocuSign in Q4 2020 and has held it in 7 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.