CCWM
DOCU

Cassaday & Co Wealth Management’s DocuSign DOCU Stock Holding History

Cassaday & Co 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 		$134 Hold
3
– – ﹤0.01% 1252
2026
Q1 		$143 Sell
3
-5,130
-100% -$262K ﹤0.01% 1300
2025
Q4 		$351K Hold
5,133
– – 0.01% 263
2025
Q3 		$370K Hold
5,133
– – 0.01% 249
2025
Q2 		$400K Hold
5,133
– – 0.01% 231
2025
Q1 		$418K Sell
5,133
-50
-1% -$4.38K 0.01% 216
2024
Q4 		$466K Buy
+5,183
New +$414K 0.01% 199

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

Cassaday & Co Wealth Management's DOCU Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its DocuSign (DOCU) position steady in Q2 2026 at 3 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Cassaday & Co Wealth Management first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of DocuSign worth $134 as of Q2 2026.
  • Cassaday & Co Wealth Management left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1252 holding.
  • Cassaday & Co Wealth Management first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Cassaday & Co Wealth Management's DocuSign position peaked at $466K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.