Strategic Investment Solutions’s DocuSign DOCU Stock Holding History

Strategic Investment Solutions’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	$8.88K	Hold	200	–	–	﹤0.01%	451
2026 Q1	$9.48K	Hold	200	–	–	﹤0.01%	431
2025 Q4	$13.7K	Hold	200	–	–	﹤0.01%	362
2025 Q3	$14.4K	Hold	200	–	–	﹤0.01%	335
2025 Q2	$15.6K	Sell	200 -25	-11%	-$2.02K	﹤0.01%	307
2025 Q1	$18.3K	Hold	225	–	–	0.01%	301
2024 Q4	$20.2K	Hold	225	–	–	0.01%	303
2024 Q3	$14K	Hold	225	–	–	﹤0.01%	324
2024 Q2	$12.5K	Buy	+225	New	+$12.7K	﹤0.01%	323
2023 Q4	$12.8K	Sell	216 -12,384	-98%	-$568K	﹤0.01%	719
2023 Q3	$618K	Buy	12,600 +12,400	+6,200%	+$608K	0.01%	372
2023 Q2	$11.4K	Hold	200	–	–	﹤0.01%	541
2023 Q1	$11.7K	Buy	+200	New	+$11.9K	﹤0.01%	623

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 $3.37T AUM 44.26% 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

Strategic Investment Solutions's DOCU Position: Q2 2026 in Review

Strategic Investment Solutions held its DocuSign (DOCU) position steady in Q2 2026 at 200 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Strategic Investment Solutions first reported a position in DOCU in Q1 2023 and has held it in 13 quarters since. The position peaked at $618K in Q3 2023. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Strategic Investment Solutions held 200 shares of DocuSign worth $8.88K as of Q2 2026.
Strategic Investment Solutions left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #451 holding.
Strategic Investment Solutions first reported a position in DocuSign in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's DocuSign position peaked at $618K in Q3 2023.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.