DiNuzzo Private Wealth’s DocuSign DOCU Stock Holding History

DiNuzzo Private Wealth’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	$89	Sell	2 -1	-33%	-$47	﹤0.01%	1301
2026 Q1	$143	Sell	3 -4	-57%	-$205	﹤0.01%	1264
2025 Q4	$479	Sell	7 -5	-42%	-$346	﹤0.01%	1096
2025 Q3	$920	Hold	12	–	–	﹤0.01%	900
2025 Q2	$935	Buy	12 +5	+71%	+$404	﹤0.01%	874
2025 Q1	$570	Buy	7 +2	+40%	+$175	﹤0.01%	1005
2024 Q4	$450	Buy	5 +4	+400%	+$319	﹤0.01%	1112
2024 Q3	$63	Sell	1 -7	-88%	-$392	﹤0.01%	1393
2024 Q2	$428	Buy	+8	New	+$451	﹤0.01%	1090

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

DiNuzzo Private Wealth's DOCU Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its DocuSign (DOCU) stake by 33% in Q2 2026, selling an estimated $47 and leaving 2 shares worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

DiNuzzo Private Wealth first reported a position in DOCU in Q2 2024 and has held it in 9 quarters since. The position peaked at $935 in Q2 2025. 187 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

DiNuzzo Private Wealth held 2 shares of DocuSign worth $89 as of Q2 2026.
DiNuzzo Private Wealth sold 1 DocuSign share in Q2 2026, an estimated $47.
DocuSign made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1301 holding.
DiNuzzo Private Wealth first reported a position in DocuSign in Q2 2024 and has held it in 9 quarters since.
DiNuzzo Private Wealth's DocuSign position peaked at $935 in Q2 2025.
187 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.