Balance Wealth
DOCU icon

Balance Wealth’s DocuSign DOCU Stock Holding History

Balance 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
Q3 		$765 Buy
+11
New +$654 ﹤0.01% 860

Other funds holding DOCU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Balance Wealth's DOCU Position: Q3 2026 in Review

Balance Wealth opened a new position in DocuSign (DOCU) in Q3 2026: 11 shares worth $765. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

580 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Balance Wealth held 11 shares of DocuSign worth $765 as of Q3 2026.
  • DocuSign was a new Balance Wealth position in Q3 2026.
  • DocuSign made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #860 holding.
  • 580 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.