AA
DOCU

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return