Carolina Wealth Advisors’s DocuSign DOCU Stock Holding History

Carolina Wealth Advisors’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	-26	Closed	-$1.78K	–	294
2025 Q4	$1.78K	Buy	+26	New	+$1.8K	﹤0.01%	236
2025 Q2	–	Sell	-9	Closed	-$733	–	287
2025 Q1	$733	Hold	9	–	–	﹤0.01%	259
2024 Q4	$809	Buy	+9	New	+$719	﹤0.01%	269
2021 Q3	–	Sell	-30	Closed	-$8K	–	275
2021 Q2	$8K	Hold	30	–	–	0.01%	197
2021 Q1	$6K	Hold	30	–	–	﹤0.01%	230
2020 Q4	$7K	Buy	+30	New	+$6.74K	0.01%	164

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 $3.37T AUM 44.26% 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

Carolina Wealth Advisors's DOCU Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 26 shares — an estimated $1.78K sold.

Carolina Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

Carolina Wealth Advisors reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 26 DocuSign shares in Q1 2026, an estimated $1.78K.
Carolina Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
Carolina Wealth Advisors's DocuSign position peaked at $8K in Q2 2021.
707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.