SS
DOCU

Sunbelt Securities’s DocuSign DOCU Stock Holding History

Sunbelt Securities’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
Q1 		$131K Sell
2,757
-100
-4% -$5.12K 0.01% 760
2025
Q4 		$195K Hold
2,857
– – 0.01% 650
2025
Q3 		$206K Sell
2,857
-390
-12% -$30.1K 0.01% 630
2025
Q2 		$292K Buy
3,247
+268
+9% +$21.7K 0.03% 491
2025
Q1 		$242K Sell
2,979
-268
-8% -$23.5K 0.02% 519
2024
Q4 		$298K Hold
3,247
– – 0.03% 487
2024
Q3 		$202K Sell
3,247
-165
-5% -$9.25K 0.02% 585
2024
Q2 		$183K Hold
3,412
– – 0.02% 576
2024
Q1 		$203K Buy
3,412
+572
+20% +$32.3K 0.02% 530
2023
Q4 		$169K Sell
2,840
-128
-4% -$5.87K 0.02% 543
2023
Q3 		$125K Buy
2,968
+1,570
+112% +$77K 0.02% 595
2023
Q2 		$71.4K Buy
1,398
+609
+77% +$32.3K 0.01% 719
2023
Q1 		$44.6K Buy
+789
New +$47.1K 0.01% 776

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return