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	–	550
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	–	874
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Axxcess Wealth Management's DOCU Position: Q1 2026 in Review

Axxcess Wealth Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,235 shares — an estimated $221K sold.

Axxcess Wealth Management first reported a position in DOCU in Q4 2021 and held it in 6 quarters. The position peaked at $547K in Q4 2021. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Axxcess Wealth Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 3,235 DocuSign shares in Q1 2026, an estimated $221K.
Axxcess Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 6 quarters.
Axxcess Wealth Management's DocuSign position peaked at $547K in Q4 2021.
709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.