Crestwood Advisors Group
DOCU icon

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
Q3 		$773K Buy
11,517
+1,832
+19% +$109K 0.01% 384
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Crestwood Advisors Group's DOCU Position: Q3 2026 in Review

Crestwood Advisors Group increased its DocuSign (DOCU) stake by 19% in Q3 2026, buying an estimated $109K and bringing the position to 11,517 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #384.

Crestwood Advisors Group first reported a position in DOCU in Q2 2020 and has held it in 11 quarters since. 586 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Crestwood Advisors Group held 11,517 shares of DocuSign worth $773K as of Q3 2026.
  • Crestwood Advisors Group bought 1,832 DocuSign shares in Q3 2026, an estimated $109K.
  • DocuSign made up 0.01% of Crestwood Advisors Group's portfolio in Q3 2026, its #384 holding.
  • Crestwood Advisors Group first reported a position in DocuSign in Q2 2020 and has held it in 11 quarters since.
  • 586 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Crestwood Advisors Group's 13F filing for Q3 2026, filed 27 Oct 2026.