AWA
DOCU

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 		$44.4K Hold
1,000
– – ﹤0.01% 1722
2026
Q1 		$47.4K Hold
1,000
– – ﹤0.01% 1653
2025
Q4 		$68.4K Buy
1,000
+700
+233% +$48.4K ﹤0.01% 1510
2025
Q3 		$21.6K Hold
300
– – ﹤0.01% 1457
2025
Q2 		$23.4K Buy
+300
New +$24.3K ﹤0.01% 1307

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
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. 674 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.
  • 674 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.