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 Q3	$941	Buy	14 +12	+600%	+$713	﹤0.01%	906
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 $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

DiNuzzo Private Wealth's DOCU Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its DocuSign (DOCU) stake by 600% in Q3 2026, buying an estimated $713 and bringing the position to 14 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #906.

DiNuzzo Private Wealth first reported a position in DOCU in Q2 2024 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

DiNuzzo Private Wealth held 14 shares of DocuSign worth $941 as of Q3 2026.
DiNuzzo Private Wealth bought 12 DocuSign shares in Q3 2026, an estimated $713.
DocuSign made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #906 holding.
DiNuzzo Private Wealth first reported a position in DocuSign in Q2 2024 and has held it in 10 quarters since.
191 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.