BWM
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Bullock Wealth Management’s DocuSign DOCU Stock Holding History

Bullock 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 		– Sell
-35
Closed -$1.69K – 612
2026
Q1 		$1.69K Buy
35
+15
+75% +$767 ﹤0.01% 565
2025
Q4 		$1.37K Buy
+20
New +$1.38K ﹤0.01% 540
2024
Q3 		– Sell
-15
Closed -$827 – 587
2024
Q2 		$827 Buy
+15
New +$846 ﹤0.01% 529
2023
Q1 		– Sell
-10
Closed -$554 – 582
2022
Q4 		$554 Sell
10
-10
-50% -$487 ﹤0.01% 517
2022
Q3 		$1.06K Hold
20
– – ﹤0.01% 517
2022
Q2 		$1.22K Hold
20
– – ﹤0.01% 494
2022
Q1 		$2.17K Sell
20
-148
-88% -$17K ﹤0.01% 432
2021
Q4 		$26.4K Hold
168
– – 0.02% 259
2021
Q3 		$43.3K Buy
+168
New +$48.4K 0.04% 218

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's DOCU Position: Q2 2026 in Review

Bullock Wealth Management sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 35 shares — an estimated $1.69K sold.

Bullock Wealth Management first reported a position in DOCU in Q3 2021 and held it in 9 quarters. The position peaked at $43.3K in Q3 2021. 677 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Bullock Wealth Management reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 35 DocuSign shares in Q2 2026, an estimated $1.69K.
  • Bullock Wealth Management first reported a position in DocuSign in Q3 2021 and held it in 9 quarters.
  • Bullock Wealth Management's DocuSign position peaked at $43.3K in Q3 2021.
  • 677 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.