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
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 $5.72T 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 $432B 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

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

Arkadios Wealth Advisors reduced its DocuSign (DOCU) stake by 57% in Q1 2026, selling an estimated $461K and leaving 6,678 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1338.

Arkadios Wealth Advisors first reported a position in DOCU in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2025. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Arkadios Wealth Advisors held 6,678 shares of DocuSign worth $317K as of Q1 2026.
  • Arkadios Wealth Advisors sold 9,019 DocuSign shares in Q1 2026, an estimated $461K.
  • DocuSign made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1338 holding.
  • Arkadios Wealth Advisors first reported a position in DocuSign in Q4 2019 and has held it in 12 quarters since.
  • Arkadios Wealth Advisors's DocuSign position peaked at $1.32M in Q2 2025.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.