BWL
DOCU

Bogart Wealth LLC’s DocuSign DOCU Stock Holding History

Bogart Wealth LLC’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 		$10.8K Buy
244
+156
+177% +$7.31K ﹤0.01% 980
2026
Q1 		$4.17K Buy
88
+20
+29% +$1.02K ﹤0.01% 1109
2025
Q4 		$4.65K Sell
68
-37
-35% -$2.56K ﹤0.01% 1016
2025
Q3 		$7.57K Buy
105
+6
+6% +$462 ﹤0.01% 884
2025
Q2 		$7.71K Sell
99
-30
-23% -$2.43K ﹤0.01% 842
2025
Q1 		$10.5K Buy
129
+38
+42% +$3.33K ﹤0.01% 743
2024
Q4 		$8.19K Sell
91
-17
-16% -$1.36K ﹤0.01% 779
2024
Q3 		$6.71K Hold
108
– – ﹤0.01% 772
2024
Q2 		$5.78K Sell
108
-131
-55% -$7.39K ﹤0.01% 761
2024
Q1 		$14.2K Sell
239
-157
-40% -$8.86K ﹤0.01% 584
2023
Q4 		$23.5K Sell
396
-36,557
-99% -$1.68M ﹤0.01% 482
2023
Q3 		$1.55M Buy
36,953
+2,217
+6% +$109K 0.1% 112
2023
Q2 		$1.77M Sell
34,736
-12,203
-26% -$646K 0.11% 110
2023
Q1 		$2.74M Buy
46,939
+2,346
+5% +$140K 0.18% 96
2022
Q4 		$2.47M Buy
44,593
+8,615
+24% +$419K 0.17% 98
2022
Q3 		$1.92M Buy
35,978
+6,675
+23% +$418K 0.16% 94
2022
Q2 		$1.68M Buy
29,303
+4,431
+18% +$359K 0.15% 99
2022
Q1 		$2.66M Buy
24,872
+5,986
+32% +$687K 0.23% 86
2021
Q4 		$2.88M Buy
18,886
+10,040
+113% +$2.29M 0.26% 80
2021
Q3 		$2.28M Buy
8,846
+1,320
+18% +$380K 0.23% 84
2021
Q2 		$2.1M Buy
7,526
+1,842
+32% +$412K 0.23% 74
2021
Q1 		$1.15M Buy
+5,684
New +$1.32M 0.16% 98

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bogart Wealth LLC's DOCU Position: Q2 2026 in Review

Bogart Wealth LLC increased its DocuSign (DOCU) stake by 177% in Q2 2026, buying an estimated $7.31K and bringing the position to 244 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Bogart Wealth LLC first reported a position in DOCU in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.88M in Q4 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Bogart Wealth LLC held 244 shares of DocuSign worth $10.8K as of Q2 2026.
  • Bogart Wealth LLC bought 156 DocuSign shares in Q2 2026, an estimated $7.31K.
  • DocuSign made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #980 holding.
  • Bogart Wealth LLC first reported a position in DocuSign in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's DocuSign position peaked at $2.88M in Q4 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.