Crewe Advisors’s DocuSign DOCU Stock Holding History

Crewe Advisors’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	–	Sell	-9	Closed	-$427	–	1159
2026 Q1	$427	Buy	+9	New	+$460	﹤0.01%	999
2025 Q3	–	Sell	-4	Closed	-$312	–	983
2025 Q2	$312	Hold	4	–	–	﹤0.01%	695
2025 Q1	$326	Hold	4	–	–	﹤0.01%	664
2024 Q4	$360	Buy	+4	New	+$319	﹤0.01%	592
2024 Q2	–	Sell	-80	Closed	-$4.76K	–	963
2024 Q1	$4.76K	Buy	+80	New	+$4.52K	﹤0.01%	739
2023 Q2	–	Sell	-199	Closed	-$11.6K	–	908
2023 Q1	$11.6K	Sell	199 -18	-8%	-$1.07K	﹤0.01%	522
2022 Q4	$12K	Sell	217 -67	-24%	-$3.26K	﹤0.01%	518
2022 Q3	$15K	Buy	284 +19	+7%	+$1.19K	﹤0.01%	546
2022 Q2	$15K	Buy	+265	New	+$21.5K	﹤0.01%	490
2021 Q4	–	Sell	-9	Closed	-$2K	–	416
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	351
2021 Q2	$3K	Hold	9	–	–	﹤0.01%	368
2021 Q1	$2K	Hold	9	–	–	﹤0.01%	409
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	400
2020 Q3	$2K	Buy	+9	New	+$1.87K	﹤0.01%	490

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

Crewe Advisors's DOCU Position: Q2 2026 in Review

Crewe Advisors sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 9 shares — an estimated $427 sold.

Crewe Advisors first reported a position in DOCU in Q3 2020 and held it in 14 quarters. The position peaked at $15K in Q3 2022. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Crewe Advisors reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 9 DocuSign shares in Q2 2026, an estimated $427.
Crewe Advisors first reported a position in DocuSign in Q3 2020 and held it in 14 quarters.
Crewe Advisors's DocuSign position peaked at $15K in Q3 2022.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.