AWA
DOCU

Acumen Wealth Advisors’s DocuSign DOCU Stock Holding History

Acumen 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
Q1 		– Sell
-7
Closed -$479 – 486
2025
Q4 		$479 Buy
+7
New +$484 ﹤0.01% 486

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acumen Wealth Advisors's DOCU Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 7 shares — an estimated $479 sold.

Acumen Wealth Advisors first reported a position in DOCU in Q4 2025 and held it in 1 quarter. The position peaked at $479 in Q4 2025. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 7 DocuSign shares in Q1 2026, an estimated $479.
  • Acumen Wealth Advisors first reported a position in DocuSign in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's DocuSign position peaked at $479 in Q4 2025.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.