AWA
DOCU

Aaron Wealth Advisors’s DocuSign DOCU Stock Holding History

Aaron Wealth Advisors’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
-6,272
Closed -$297K – 714
2026
Q1 		$297K Sell
6,272
-9,531
-60% -$488K 0.02% 558
2025
Q4 		$1.08M Buy
15,803
+1,704
+12% +$118K 0.06% 233
2025
Q3 		$1.02M Buy
14,099
+8,957
+174% +$690K 0.06% 230
2025
Q2 		$401K Sell
5,142
-241
-4% -$19.5K 0.04% 292
2025
Q1 		$438K Buy
5,383
+443
+9% +$38.8K 0.05% 247
2024
Q4 		$444K Buy
4,940
+606
+14% +$48.4K 0.05% 229
2024
Q3 		$269K Buy
+4,334
New +$243K 0.03% 329
2022
Q2 		– Sell
-264
Closed -$28.3K – 369
2022
Q1 		$28.3K Buy
+264
New +$30.3K 0.01% 558

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

Aaron Wealth Advisors's DOCU Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 6,272 shares — an estimated $297K sold.

Aaron Wealth Advisors first reported a position in DOCU in Q1 2022 and held it in 8 quarters. The position peaked at $1.08M in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 6,272 DocuSign shares in Q2 2026, an estimated $297K.
  • Aaron Wealth Advisors first reported a position in DocuSign in Q1 2022 and held it in 8 quarters.
  • Aaron Wealth Advisors's DocuSign position peaked at $1.08M in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.