Arkadios Wealth Advisors’s DocuSign DOCU Stock Holding History

Arkadios 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	$236K	Sell	5,317 -1,361	-20%	-$63.8K	﹤0.01%	1542
2026 Q1	$317K	Sell	6,678 -9,019	-57%	-$461K	0.01%	1338
2025 Q4	$1.07M	Sell	15,697 -1,894	-11%	-$131K	0.02%	668
2025 Q3	$1.27M	Buy	17,591 +646	+4%	+$49.8K	0.03%	547
2025 Q2	$1.32M	Buy	+16,945	New	+$1.37M	0.04%	467
2021 Q4	–	Sell	-652	Closed	-$167K	–	872
2021 Q3	$167K	Sell	652 -51	-7%	-$14.7K	0.02%	555
2021 Q2	$196K	Buy	703 +30	+4%	+$6.71K	0.02%	533
2021 Q1	$136K	Sell	673 -896	-57%	-$208K	0.02%	477
2020 Q4	$348K	Buy	1,569 +884	+129%	+$199K	0.07%	238
2020 Q3	$161K	Buy	685 +294	+75%	+$61K	0.08%	210
2020 Q2	$76.8K	Buy	391 +3	+0.8%	+$378	0.04%	298
2020 Q1	$35.9K	Hold	388	–	–	0.02%	388
2019 Q4	$34.2K	Buy	+388	New	+$26.7K	0.02%	369

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

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

Arkadios Wealth Advisors reduced its DocuSign (DOCU) stake by 20% in Q2 2026, selling an estimated $63.8K and leaving 5,317 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Arkadios Wealth Advisors first reported a position in DOCU in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2025. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Arkadios Wealth Advisors held 5,317 shares of DocuSign worth $236K as of Q2 2026.
Arkadios Wealth Advisors sold 1,361 DocuSign shares in Q2 2026, an estimated $63.8K.
DocuSign made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1542 holding.
Arkadios Wealth Advisors first reported a position in DocuSign in Q4 2019 and has held it in 13 quarters since.
Arkadios Wealth Advisors's DocuSign position peaked at $1.32M in Q2 2025.
672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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