Salem Investment Counselors’s DocuSign DOCU Stock Holding History

Salem Investment Counselors’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	$800	Hold	18	–	–	﹤0.01%	1162
2026 Q1	$854	Buy	+18	New	+$921	﹤0.01%	1139
2025 Q4	–	Sell	-118	Closed	-$8.51K	–	589
2025 Q3	$8.51K	Hold	118	–	–	﹤0.01%	915
2025 Q2	$9.19K	Hold	118	–	–	﹤0.01%	869
2025 Q1	$9.61K	Hold	118	–	–	﹤0.01%	843
2024 Q4	$10.6K	Hold	118	–	–	﹤0.01%	825
2024 Q3	$7.33K	Hold	118	–	–	﹤0.01%	875
2024 Q2	$6.31K	Hold	118	–	–	﹤0.01%	890
2024 Q1	$7.03K	Sell	118 -75	-39%	-$4.23K	﹤0.01%	879
2023 Q4	$11.5K	Hold	193	–	–	﹤0.01%	792
2023 Q3	$8.11K	Hold	193	–	–	﹤0.01%	829
2023 Q2	$9.86K	Buy	193 +74	+62%	+$3.92K	﹤0.01%	827
2023 Q1	$6.94K	Hold	119	–	–	﹤0.01%	869
2022 Q4	$6.59K	Hold	119	–	–	﹤0.01%	848
2022 Q3	$6K	Sell	119 -39	-25%	-$2.44K	﹤0.01%	834
2022 Q2	$9K	Buy	158 +58	+58%	+$4.7K	﹤0.01%	794
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	738
2021 Q4	$15K	Hold	100	–	–	﹤0.01%	756
2021 Q3	$26K	Hold	100	–	–	﹤0.01%	599
2021 Q2	$28K	Sell	100 -150	-60%	-$33.5K	﹤0.01%	567
2021 Q1	$51K	Hold	250	–	–	﹤0.01%	450
2020 Q4	$56K	Buy	+250	New	+$56.2K	﹤0.01%	419

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

Salem Investment Counselors's DOCU Position: Q2 2026 in Review

Salem Investment Counselors held its DocuSign (DOCU) position steady in Q2 2026 at 18 shares worth $800. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Salem Investment Counselors first reported a position in DOCU in Q4 2020 and has held it in 22 quarters since. The position peaked at $56K in Q4 2020. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Salem Investment Counselors held 18 shares of DocuSign worth $800 as of Q2 2026.
Salem Investment Counselors left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1162 holding.
Salem Investment Counselors first reported a position in DocuSign in Q4 2020 and has held it in 22 quarters since.
Salem Investment Counselors's DocuSign position peaked at $56K in Q4 2020.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.