Activest Wealth Management’s DocuSign DOCU Stock Holding History

Activest Wealth Management’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	$18.8K	Buy	423 +213	+101%	+$9.98K	﹤0.01%	458
2026 Q1	$9.96K	Buy	210 +162	+338%	+$8.29K	﹤0.01%	684
2025 Q4	$3.28K	Buy	48 +47	+4,700%	+$3.25K	﹤0.01%	825
2025 Q3	$72	Buy	+1	New	+$77	﹤0.01%	1076
2025 Q2	–	Sell	-2	Closed	-$162	–	1087
2025 Q1	$163	Buy	2 +1	+100%	+$88	﹤0.01%	942
2024 Q4	$90	Sell	1 -268	-100%	-$21.4K	﹤0.01%	700
2024 Q3	$16.7K	Hold	269	–	–	0.01%	267
2024 Q2	$14.4K	Hold	269	–	–	﹤0.01%	270
2024 Q1	$16K	Hold	269	–	–	0.01%	190
2023 Q4	$16K	Hold	269	–	–	0.01%	164
2023 Q3	$11.3K	Buy	+269	New	+$13.2K	0.01%	165
2023 Q2	–	Sell	-229	Closed	-$12.9K	–	318
2023 Q1	$12.9K	Buy	+229	New	+$13.7K	0.01%	148
2022 Q3	–	Sell	-229	Closed	-$13K	–	483
2022 Q2	$13K	Buy	229 +88	+62%	+$7.12K	0.01%	182
2022 Q1	$15K	Hold	141	–	–	0.01%	176
2021 Q4	$21K	Buy	141 +73	+107%	+$16.6K	0.01%	161
2021 Q3	$18K	Buy	+68	New	+$19.6K	0.01%	183

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

Activest Wealth Management's DOCU Position: Q2 2026 in Review

Activest Wealth Management increased its DocuSign (DOCU) stake by 101% in Q2 2026, buying an estimated $9.98K and bringing the position to 423 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Activest Wealth Management first reported a position in DOCU in Q3 2021 and has held it in 16 quarters since. The position peaked at $21K in Q4 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Activest Wealth Management held 423 shares of DocuSign worth $18.8K as of Q2 2026.
Activest Wealth Management bought 213 DocuSign shares in Q2 2026, an estimated $9.98K.
DocuSign made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #458 holding.
Activest Wealth Management first reported a position in DocuSign in Q3 2021 and has held it in 16 quarters since.
Activest Wealth Management's DocuSign position peaked at $21K in Q4 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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