WT
DOCU

Whittier Trust’s DocuSign DOCU Stock Holding History

Whittier Trust’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 		$31K Sell
661
-100
-13% -$4.69K ﹤0.01% 949
2026
Q1 		$36.6K Buy
761
+100
+15% +$5.12K ﹤0.01% 890
2025
Q4 		$43.1K Hold
661
– – ﹤0.01% 903
2025
Q3 		$46.1K Sell
661
-147
-18% -$11.3K ﹤0.01% 866
2025
Q2 		$62.9K Buy
808
+93
+13% +$7.52K ﹤0.01% 893
2025
Q1 		$58.2K Hold
715
– – ﹤0.01% 903
2024
Q4 		$64.3K Hold
715
– – ﹤0.01% 895
2024
Q3 		$44.4K Hold
715
– – ﹤0.01% 944
2024
Q2 		$38.3K Hold
715
– – ﹤0.01% 961
2024
Q1 		$42.6K Sell
715
-220
-24% -$12.4K ﹤0.01% 967
2023
Q4 		$55.6K Buy
935
+209
+29% +$9.59K ﹤0.01% 895
2023
Q3 		$30.5K Sell
726
-173
-19% -$8.48K ﹤0.01% 1028
2023
Q2 		$45.9K Hold
899
– – ﹤0.01% 948
2023
Q1 		$52.4K Sell
899
-17
-2% -$1.01K ﹤0.01% 955
2022
Q4 		$50.8K Buy
916
+362
+65% +$17.6K ﹤0.01% 955
2022
Q3 		$30K Buy
+554
New +$34.7K ﹤0.01% 1079
2021
Q4 		– Sell
-239
Closed -$62K – 1579
2021
Q3 		$62K Buy
+239
New +$68.9K ﹤0.01% 884
2020
Q3 		– Sell
-175
Closed -$30K – 1436
2020
Q2 		$30K Buy
+175
New +$22.1K ﹤0.01% 893
2020
Q1 		– Sell
-267
Closed -$20K – 1494
2019
Q4 		$20K Sell
267
-293
-52% -$20.1K ﹤0.01% 1027
2019
Q3 		$35K Buy
560
+390
+229% +$20.4K ﹤0.01% 904
2019
Q2 		$8K Hold
170
– – ﹤0.01% 1097
2019
Q1 		$9K Hold
170
– – ﹤0.01% 1070
2018
Q4 		$7K Hold
170
– – ﹤0.01% 1136
2018
Q3 		$9K Hold
170
– – ﹤0.01% 1051
2018
Q2 		$9K Buy
+170
New +$8.58K ﹤0.01% 1034

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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

Whittier Trust's DOCU Position: Q2 2026 in Review

Whittier Trust reduced its DocuSign (DOCU) stake by 13% in Q2 2026, selling an estimated $4.69K and leaving 661 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Whittier Trust first reported a position in DOCU in Q2 2018 and has held it in 25 quarters since. The position peaked at $64.3K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Whittier Trust held 661 shares of DocuSign worth $31K as of Q2 2026.
  • Whittier Trust sold 100 DocuSign shares in Q2 2026, an estimated $4.69K.
  • DocuSign made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #949 holding.
  • Whittier Trust first reported a position in DocuSign in Q2 2018 and has held it in 25 quarters since.
  • Whittier Trust's DocuSign position peaked at $64.3K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.