AWM
DOCU

Axxcess Wealth Management’s DocuSign DOCU Stock Holding History

Axxcess Wealth Management’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
-3,235
Closed -$221K – 557
2025
Q4 		$221K Buy
3,235
+112
+4% +$7.75K ﹤0.01% 963
2025
Q3 		$225K Buy
3,123
+236
+8% +$18.2K ﹤0.01% 850
2025
Q2 		$225K Hold
2,887
– – 0.01% 808
2025
Q1 		$235K Buy
+2,887
New +$253K 0.01% 766
2024
Q2 		– Sell
-6,700
Closed -$399K – 875
2024
Q1 		$399K Buy
+6,700
New +$378K 0.01% 595
2022
Q1 		– Sell
-3,593
Closed -$547K – 651
2021
Q4 		$547K Buy
+3,593
New +$819K 0.04% 337

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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 $431B 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