Daymark Wealth Partners’s DocuSign DOCU Stock Holding History

Daymark Wealth Partners’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	$330K	Buy	+4,917	New	+$292K	0.01%	647

Other funds holding DOCU

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Daymark Wealth Partners's DOCU Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in DocuSign (DOCU) in Q3 2026: 4,917 shares worth $330K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings.

427 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Daymark Wealth Partners held 4,917 shares of DocuSign worth $330K as of Q3 2026.
DocuSign was a new Daymark Wealth Partners position in Q3 2026.
DocuSign made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #647 holding.
427 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.