Planning Strategies Inc.’s DocuSign DOCU Stock Holding History

Planning Strategies Inc.’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	$2.31K	Buy	+52	New	+$2.44K	﹤0.01%	558

Other funds holding DOCU

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

Planning Strategies Inc.'s DOCU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in DocuSign (DOCU) in Q2 2026: 52 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings.

205 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Planning Strategies Inc. held 52 shares of DocuSign worth $2.31K as of Q2 2026.
DocuSign was a new Planning Strategies Inc. position in Q2 2026.
DocuSign made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #558 holding.
205 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.