DWT
DOCU

Dorsey & Whitney Trust’s DocuSign DOCU Stock Holding History

Dorsey & Whitney Trust’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 		– Sell
-3,493
Closed -$239K – 722
2025
Q4 		$239K Buy
3,493
+73
+2% +$5.05K 0.01% 627
2025
Q3 		$247K Buy
3,420
+10
+0.3% +$771 0.01% 596
2025
Q2 		$266K Buy
3,410
+11
+0.3% +$890 0.01% 569
2025
Q1 		$277K Buy
3,399
+52
+2% +$4.55K 0.02% 538
2024
Q4 		$301K Buy
3,347
+2
+0.1% +$160 0.02% 518
2024
Q3 		$208K Buy
+3,345
New +$187K 0.01% 638
2024
Q1 		– Sell
-3,429
Closed -$204K – 632
2023
Q4 		$204K Buy
+3,429
New +$157K 0.02% 574
2021
Q4 		– Sell
-1,244
Closed -$320K – 570
2021
Q3 		$320K Sell
1,244
-219
-15% -$63.1K 0.03% 382
2021
Q2 		$409K Buy
1,463
+467
+47% +$104K 0.04% 323
2021
Q1 		$202K Buy
996
+33
+3% +$7.65K 0.02% 497
2020
Q4 		$215K Buy
+963
New +$216K 0.03% 427

Other funds holding DOCU

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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