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 Q2	$430K	Buy	9,685 +1,925	+25%	+$90.2K	0.01%	546
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Crestwood Advisors Group's DOCU Position: Q2 2026 in Review

Crestwood Advisors Group increased its DocuSign (DOCU) stake by 25% in Q2 2026, buying an estimated $90.2K and bringing the position to 9,685 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #546.

Crestwood Advisors Group first reported a position in DOCU in Q2 2020 and has held it in 10 quarters since. The position peaked at $750K in Q2 2021. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Crestwood Advisors Group held 9,685 shares of DocuSign worth $430K as of Q2 2026.
Crestwood Advisors Group bought 1,925 DocuSign shares in Q2 2026, an estimated $90.2K.
DocuSign made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #546 holding.
Crestwood Advisors Group first reported a position in DocuSign in Q2 2020 and has held it in 10 quarters since.
Crestwood Advisors Group's DocuSign position peaked at $750K in Q2 2021.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.