ADL
DOCU

Asset Dedication LLC’s DocuSign DOCU Stock Holding History

Asset Dedication LLC’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 		– Sell
-20
Closed -$1.37K – 1132
2025
Q4 		$1.37K Hold
20
– – ﹤0.01% 1033
2025
Q3 		$1.44K Sell
20
-27
-57% -$2.08K ﹤0.01% 1042
2025
Q2 		$3.66K Buy
47
+27
+135% +$2.18K ﹤0.01% 971
2025
Q1 		$1.63K Hold
20
– – ﹤0.01% 980
2024
Q4 		$1.8K Sell
20
-33
-62% -$2.63K ﹤0.01% 977
2024
Q3 		$3.29K Sell
53
-69
-57% -$3.87K ﹤0.01% 968
2024
Q2 		$6.53K Buy
122
+69
+130% +$3.89K ﹤0.01% 876
2024
Q1 		$3K Hold
53
– – ﹤0.01% 853
2023
Q4 		$3K Hold
53
– – ﹤0.01% 856
2023
Q3 		$2K Sell
53
-26
-33% -$1.27K ﹤0.01% 887
2023
Q2 		$4K Hold
79
– – ﹤0.01% 794
2023
Q1 		$5K Hold
79
– – ﹤0.01% 748
2022
Q4 		$4K Sell
79
-1
-1% -$49 ﹤0.01% 786
2022
Q3 		$4K Buy
+80
New +$5.01K ﹤0.01% 737
2022
Q2 		– Sell
-82
Closed -$9K – 602
2022
Q1 		$9K Buy
82
+3
+4% +$344 ﹤0.01% 664
2021
Q4 		$12K Sell
79
-65
-45% -$14.8K ﹤0.01% 618
2021
Q3 		$36K Buy
144
+54
+60% +$15.6K ﹤0.01% 469
2021
Q2 		$25K Buy
+90
New +$20.1K ﹤0.01% 493
2020
Q4 		– Sell
-150
Closed -$32K – 771
2020
Q3 		$32K Buy
+150
New +$31.1K 0.01% 377

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Asset Dedication LLC's DOCU Position: Q1 2026 in Review

Asset Dedication LLC sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 20 shares — an estimated $1.37K sold.

Asset Dedication LLC first reported a position in DOCU in Q3 2020 and held it in 19 quarters. The position peaked at $36K in Q3 2021. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Asset Dedication LLC reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 20 DocuSign shares in Q1 2026, an estimated $1.37K.
  • Asset Dedication LLC first reported a position in DocuSign in Q3 2020 and held it in 19 quarters.
  • Asset Dedication LLC's DocuSign position peaked at $36K in Q3 2021.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.