Carson Wealth (CWM LLC)
DOCU

Carson Wealth (CWM LLC)’s DocuSign DOCU Stock Holding History

Carson Wealth (CWM 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
Q1 		$5.51M Buy
116,148
+68,858
+146% +$3.52M 0.01% 770
2025
Q4 		$3.23M Buy
47,290
+28,511
+152% +$1.97M 0.01% 961
2025
Q3 		$1.35M Sell
18,779
-5,243
-22% -$404K ﹤0.01% 1252
2025
Q2 		$1.87M Sell
24,022
-18
-0.1% -$1.46K 0.01% 979
2025
Q1 		$1.96M Sell
24,040
-770
-3% -$67.4K 0.01% 839
2024
Q4 		$2.23M Sell
24,810
-7,217
-23% -$576K 0.01% 746
2024
Q3 		$1.99M Buy
32,027
+945
+3% +$53K 0.01% 704
2024
Q2 		$1.66M Buy
31,082
+5,941
+24% +$335K 0.01% 695
2024
Q1 		$1.5M Buy
25,141
+5,704
+29% +$322K 0.01% 707
2023
Q4 		$1.16M Sell
19,437
-55
-0.3% -$2.52K 0.01% 743
2023
Q3 		$819K Buy
19,492
+11,645
+148% +$571K 0.01% 820
2023
Q2 		$401K Buy
7,847
+203
+3% +$10.8K ﹤0.01% 1008
2023
Q1 		$446K Buy
7,644
+24
+0.3% +$1.43K ﹤0.01% 923
2022
Q4 		$422K Sell
7,620
-95
-1% -$4.63K ﹤0.01% 866
2022
Q3 		$412K Buy
7,715
+1,291
+20% +$80.9K ﹤0.01% 810
2022
Q2 		$369K Sell
6,424
-517
-7% -$41.9K ﹤0.01% 821
2022
Q1 		$743K Buy
6,941
+137
+2% +$15.7K 0.01% 632
2021
Q4 		$1.04M Buy
+6,804
New +$1.55M 0.01% 567
2021
Q2 		$319K Hold
1,141
– – ﹤0.01% 772
2021
Q1 		$319K Hold
1,141
– – ﹤0.01% 772
2020
Q4 		$319K Hold
1,141
– – ﹤0.01% 772
2020
Q3 		$319K Hold
1,141
– – ﹤0.01% 772
2020
Q2 		$319K Hold
1,141
– – ﹤0.01% 772
2020
Q1 		$319K Hold
1,141
– – ﹤0.01% 772
2019
Q4 		$319K Hold
1,141
– – ﹤0.01% 772
2019
Q3 		$319K Hold
1,141
– – ﹤0.01% 772
2019
Q2 		$319K Hold
1,141
– – ﹤0.01% 772
2019
Q1 		$319K Buy
+1,141
New +$58.2K ﹤0.01% 772

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DOCU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its DocuSign (DOCU) stake by 146% in Q1 2026, buying an estimated $3.52M and bringing the position to 116,148 shares worth $5.51M. The position accounts for 0.01% of the portfolio, ranked #770.

Carson Wealth (CWM LLC) first reported a position in DOCU in Q1 2019 and has held it in 28 quarters since. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 116,148 shares of DocuSign worth $5.51M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68,858 DocuSign shares in Q1 2026, an estimated $3.52M.
  • DocuSign made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #770 holding.
  • Carson Wealth (CWM LLC) first reported a position in DocuSign in Q1 2019 and has held it in 28 quarters since.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.