Bay Harbor Wealth Management’s DocuSign DOCU Stock Holding History

Bay Harbor 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 Q2	$89	Hold	2	–	–	﹤0.01%	1234
2026 Q1	$94	Sell	2 -6	-75%	-$307	﹤0.01%	1219
2025 Q4	$547	Buy	8 +3	+60%	+$207	﹤0.01%	825
2025 Q3	$360	Buy	5 +2	+67%	+$154	﹤0.01%	851
2025 Q2	$233	Buy	3 +1	+50%	+$81	﹤0.01%	876
2025 Q1	$162	Buy	+2	New	+$175	﹤0.01%	746
2021 Q1	–	Sell	-25	Closed	-$6K	–	269
2020 Q4	$6K	Sell	25 -69	-73%	-$15.5K	﹤0.01%	267
2020 Q3	$20K	Buy	+94	New	+$19.5K	0.01%	202

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

Bay Harbor Wealth Management's DOCU Position: Q2 2026 in Review

Bay Harbor Wealth Management held its DocuSign (DOCU) position steady in Q2 2026 at 2 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Bay Harbor Wealth Management first reported a position in DOCU in Q3 2020 and has held it in 8 quarters since. The position peaked at $20K in Q3 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Bay Harbor Wealth Management held 2 shares of DocuSign worth $89 as of Q2 2026.
Bay Harbor Wealth Management left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1234 holding.
Bay Harbor Wealth Management first reported a position in DocuSign in Q3 2020 and has held it in 8 quarters since.
Bay Harbor Wealth Management's DocuSign position peaked at $20K in Q3 2020.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.