CAG
DOCU

Crestwood Advisors Group’s DocuSign DOCU Stock Holding History

Crestwood Advisors Group’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 		$368K Buy
7,760
+4,152
+115% +$212K 0.01% 513
2025
Q4 		$247K Buy
+3,608
New +$250K ﹤0.01% 589
2022
Q1 		– Sell
-1,692
Closed -$258K – 296
2021
Q4 		$258K Sell
1,692
-991
-37% -$226K 0.01% 262
2021
Q3 		$691K Hold
2,683
– – 0.02% 174
2021
Q2 		$750K Buy
2,683
+50
+2% +$11.2K 0.02% 174
2021
Q1 		$533K Buy
2,633
+350
+15% +$81.2K 0.02% 193
2020
Q4 		$508K Buy
2,283
+258
+13% +$58K 0.02% 188
2020
Q3 		$436K Buy
2,025
+730
+56% +$152K 0.02% 174
2020
Q2 		$223K Buy
+1,295
New +$163K 0.01% 215

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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 $431B 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