MIC
DOCU

Meridian Investment Counsel’s DocuSign DOCU Stock Holding History

Meridian Investment Counsel’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 		$967K Sell
21,759
-1,190
-5% -$55.8K 0.21% 116
2026
Q1 		$1.09M Sell
22,949
-4,625
-17% -$237K 0.26% 108
2025
Q4 		$1.89M Sell
27,574
-300
-1% -$20.7K 0.45% 68
2025
Q3 		$2.01M Sell
27,874
-600
-2% -$46.2K 0.5% 62
2025
Q2 		$2.22M Sell
28,474
-450
-2% -$36.4K 0.6% 52
2025
Q1 		$2.35M Sell
28,924
-250
-0.9% -$21.9K 0.69% 44
2024
Q4 		$2.62M Sell
29,174
-526
-2% -$42K 0.78% 34
2024
Q3 		$1.84M Sell
29,700
-950
-3% -$53.2K 0.56% 55
2024
Q2 		$1.64M Sell
30,650
-300
-1% -$16.9K 0.52% 59
2024
Q1 		$1.84M Sell
30,950
-1,042
-3% -$58.8K 0.61% 51
2023
Q4 		$1.9M Sell
31,992
-238
-0.7% -$10.9K 0.65% 48
2023
Q3 		$1.35M Sell
32,230
-500
-2% -$24.5K 0.51% 60
2023
Q2 		$1.67M Hold
32,730
– – 0.6% 47
2023
Q1 		$1.91M Hold
32,730
– – 0.72% 41
2022
Q4 		$1.81M Sell
32,730
-858
-3% -$41.8K 0.72% 41
2022
Q3 		$1.8M Buy
33,588
+450
+1% +$28.2K 0.8% 36
2022
Q2 		$1.9M Buy
33,138
+683
+2% +$55.3K 0.78% 39
2022
Q1 		$3.48M Buy
32,455
+6,375
+24% +$732K 1.21% 21
2021
Q4 		$3.97M Buy
26,080
+1,795
+7% +$409K 1.32% 19
2021
Q3 		$6.25M Hold
24,285
– – 2.27% 6
2021
Q2 		$6.79M Sell
24,285
-108
-0.4% -$24.1K 2.39% 6
2021
Q1 		$4.94M Hold
24,393
– – 1.9% 10
2020
Q4 		$5.42M Hold
24,393
– – 2.29% 6
2020
Q3 		$5.25M Buy
24,393
+25
+0.1% +$5.19K 2.54% 6
2020
Q2 		$4.2M Hold
24,368
– – 2.14% 11
2020
Q1 		$2.25M Buy
24,368
+40
+0.2% +$3.22K 1.46% 19
2019
Q4 		$1.8M Hold
24,328
– – 0.89% 34
2019
Q3 		$1.51M Buy
24,328
+16,978
+231% +$889K 0.82% 39
2019
Q2 		$365K Buy
7,350
+150
+2% +$8.01K 0.2% 114
2019
Q1 		$373K Sell
7,200
-200
-3% -$10.2K 0.22% 113
2018
Q4 		$297K Buy
+7,400
New +$311K 0.19% 116

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Meridian Investment Counsel's DOCU Position: Q2 2026 in Review

Meridian Investment Counsel reduced its DocuSign (DOCU) stake by 5.2% in Q2 2026, selling an estimated $55.8K and leaving 21,759 shares worth $967K. The position accounts for 0.21% of the portfolio, ranked #116.

Meridian Investment Counsel first reported a position in DOCU in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.79M in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Meridian Investment Counsel held 21,759 shares of DocuSign worth $967K as of Q2 2026.
  • Meridian Investment Counsel sold 1,190 DocuSign shares in Q2 2026, an estimated $55.8K.
  • DocuSign made up 0.21% of Meridian Investment Counsel's portfolio in Q2 2026, its #116 holding.
  • Meridian Investment Counsel first reported a position in DocuSign in Q4 2018 and has held it in 31 quarters since.
  • Meridian Investment Counsel's DocuSign position peaked at $6.79M in Q2 2021.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.