Avion Wealth’s DocuSign DOCU Stock Holding History

Avion Wealth’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	$2K	Sell	62 -19	-23%	-$891	﹤0.01%	1041
2026 Q1	$3K	Buy	81 +46	+131%	+$2.35K	﹤0.01%	763
2025 Q4	$2K	Buy	35 +10	+40%	+$692	﹤0.01%	859
2025 Q3	$1K	Sell	25 -1	-4%	-$77	﹤0.01%	992
2025 Q2	$2K	Sell	26 -461	-95%	-$37.3K	﹤0.01%	794
2025 Q1	$43K	Hold	487	–	–	0.01%	206
2024 Q4	$43K	Buy	487 +368	+309%	+$29.4K	0.01%	205
2024 Q3	$7K	Buy	119 +19	+19%	+$1.06K	﹤0.01%	438
2024 Q2	$5K	Buy	100 +91	+1,011%	+$5.13K	﹤0.01%	456
2024 Q1	$1K	Buy	+9	New	+$508	﹤0.01%	905
2023 Q4	–	Sell	-23	Closed	–	–	1133
2023 Q3	$0	Buy	+23	New	+$1.13K	﹤0.01%	892
2022 Q3	–	Sell	-20	Closed	-$1K	–	526
2022 Q2	$1K	Buy	+20	New	+$1.62K	﹤0.01%	437
2022 Q1	–	Sell	-153	Closed	-$23K	–	408
2021 Q4	$23K	Hold	153	–	–	0.01%	169
2021 Q3	$39K	Hold	153	–	–	0.01%	140
2021 Q2	$43K	Buy	+153	New	+$34.2K	0.01%	136
2021 Q1	–	Sell	-150	Closed	-$33K	–	357
2020 Q4	$33K	Buy	+150	New	+$33.7K	0.01%	150

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

Avion Wealth's DOCU Position: Q2 2026 in Review

Avion Wealth reduced its DocuSign (DOCU) stake by 23% in Q2 2026, selling an estimated $891 and leaving 62 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Avion Wealth first reported a position in DOCU in Q4 2020 and has held it in 16 quarters since. The position peaked at $43K in Q1 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Avion Wealth held 62 shares of DocuSign worth $2K as of Q2 2026.
Avion Wealth sold 19 DocuSign shares in Q2 2026, an estimated $891.
DocuSign made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1041 holding.
Avion Wealth first reported a position in DocuSign in Q4 2020 and has held it in 16 quarters since.
Avion Wealth's DocuSign position peaked at $43K in Q1 2025.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.