Sound Income Strategies’s DocuSign DOCU Stock Holding History

Sound Income 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	–	Sell	-21	Closed	-$1.01K	–	964
2026 Q1	$1.01K	Hold	21	–	–	﹤0.01%	2302
2025 Q4	$1.19K	Buy	21 +13	+163%	+$899	﹤0.01%	2253
2025 Q3	$571	Hold	8	–	–	﹤0.01%	1518
2025 Q2	$623	Hold	8	–	–	﹤0.01%	1430
2025 Q1	$651	Hold	8	–	–	﹤0.01%	1393
2024 Q4	$720	Buy	+8	New	+$639	﹤0.01%	1321
2023 Q1	–	Sell	-40	Closed	-$2.22K	–	1076
2022 Q4	$2.22K	Buy	+40	New	+$1.95K	﹤0.01%	751
2021 Q2	–	Sell	-65	Closed	-$13.2K	–	916
2021 Q1	$13.2K	Hold	65	–	–	﹤0.01%	428
2020 Q4	$14K	Hold	65	–	–	﹤0.01%	382
2020 Q3	$14K	Buy	+65	New	+$13.5K	﹤0.01%	347

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sound Income Strategies's DOCU Position: Q2 2026 in Review

Sound Income Strategies sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 21 shares — an estimated $1.01K sold.

Sound Income Strategies first reported a position in DOCU in Q3 2020 and held it in 10 quarters. The position peaked at $14K in Q4 2020. 456 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Sound Income Strategies reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 21 DocuSign shares in Q2 2026, an estimated $1.01K.
Sound Income Strategies first reported a position in DocuSign in Q3 2020 and held it in 10 quarters.
Sound Income Strategies's DocuSign position peaked at $14K in Q4 2020.
456 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.