PS
DOCU

Planning Strategies’s DocuSign DOCU Stock Holding History

Planning 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 		$2.31K Buy
+52
New +$2.44K ﹤0.01% 558

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
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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's DOCU Position: Q2 2026 in Review

Planning Strategies opened a new position in DocuSign (DOCU) in Q2 2026: 52 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings.

636 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Planning Strategies held 52 shares of DocuSign worth $2.31K as of Q2 2026.
  • DocuSign was a new Planning Strategies position in Q2 2026.
  • DocuSign made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #558 holding.
  • 636 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.