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
2021
Q2 		$8K Hold
100
– – ﹤0.01% 2184
2021
Q1 		$8K Hold
100
– – ﹤0.01% 2184
2020
Q4 		$8K Hold
100
– – ﹤0.01% 2184
2020
Q3 		$8K Hold
100
– – ﹤0.01% 2184
2020
Q2 		$8K Hold
100
– – ﹤0.01% 2183
2020
Q1 		$8K Hold
100
– – ﹤0.01% 2183
2019
Q4 		$8K Hold
100
– – ﹤0.01% 2183
2019
Q3 		$8K Hold
100
– – ﹤0.01% 2183
2019
Q2 		$8K Hold
100
– – ﹤0.01% 2183
2019
Q1 		$8K Buy
+100
New +$5.1K ﹤0.01% 2183

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 705 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.
  • 705 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.