DWM
DOCU

Dakota Wealth Management’s DocuSign DOCU Stock Holding History

Dakota 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
Q1 		$856K Sell
18,058
-5,050
-22% -$258K 0.02% 425
2025
Q4 		$1.58M Sell
23,108
-712
-3% -$49.2K 0.03% 323
2025
Q3 		$1.72M Buy
23,820
+1,078
+5% +$83.1K 0.03% 282
2025
Q2 		$1.77M Buy
22,742
+435
+2% +$35.2K 0.04% 291
2025
Q1 		$1.82M Sell
22,307
-61
-0.3% -$5.34K 0.04% 271
2024
Q4 		$2.01M Buy
22,368
+307
+1% +$24.5K 0.05% 262
2024
Q3 		$1.37M Sell
22,061
-961
-4% -$53.9K 0.03% 319
2024
Q2 		$1.23M Buy
23,022
+181
+0.8% +$10.2K 0.03% 327
2024
Q1 		$1.36M Buy
+22,841
New +$1.29M 0.03% 314
2021
Q1 		– Sell
-1,033
Closed -$230K – 328
2020
Q4 		$230K Buy
+1,033
New +$232K 0.03% 287
2020
Q2 		– Sell
-5,504
Closed -$509K – 279
2020
Q1 		$509K Buy
+5,504
New +$443K 0.11% 148

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