Addison Advisors’s DocuSign DOCU Stock Holding History

Addison 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	$2.71K	Sell	61 -124	-67%	-$5.81K	﹤0.01%	548
2026 Q1	$8.77K	Buy	185 +85	+85%	+$4.35K	﹤0.01%	673
2025 Q4	$6.84K	Sell	100 -41	-29%	-$2.83K	﹤0.01%	664
2025 Q3	$10.2K	Buy	141 +41	+41%	+$3.16K	﹤0.01%	629
2025 Q2	$7.79K	Hold	100	–	–	﹤0.01%	651
2025 Q1	$8.14K	Hold	100	–	–	﹤0.01%	610
2024 Q4	$8.99K	Hold	100	–	–	﹤0.01%	604
2024 Q3	$6.21K	Hold	100	–	–	﹤0.01%	642
2024 Q2	$5.35K	Hold	100	–	–	﹤0.01%	629
2024 Q1	$5.96K	Buy	+100	New	+$5.65K	﹤0.01%	555
2023 Q4	–	Sell	-100	Closed	-$4.2K	–	709
2023 Q3	$4.2K	Hold	100	–	–	﹤0.01%	551
2023 Q2	$5.11K	Hold	100	–	–	﹤0.01%	534
2023 Q1	$5.83K	Hold	100	–	–	﹤0.01%	500
2022 Q4	$5.54K	Hold	100	–	–	﹤0.01%	496
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	499
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	480
2022 Q1	$11K	Buy	+100	New	+$11.5K	0.01%	464

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

Addison Advisors's DOCU Position: Q2 2026 in Review

Addison Advisors reduced its DocuSign (DOCU) stake by 67% in Q2 2026, selling an estimated $5.81K and leaving 61 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Addison Advisors first reported a position in DOCU in Q1 2022 and has held it in 17 quarters since. The position peaked at $11K in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Addison Advisors held 61 shares of DocuSign worth $2.71K as of Q2 2026.
Addison Advisors sold 124 DocuSign shares in Q2 2026, an estimated $5.81K.
DocuSign made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #548 holding.
Addison Advisors first reported a position in DocuSign in Q1 2022 and has held it in 17 quarters since.
Addison Advisors's DocuSign position peaked at $11K in Q1 2022.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.