Elevation Wealth Partners’s DocuSign DOCU Stock Holding History

Elevation 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 Q2	$22.7K	Buy	512 +209	+69%	+$9.8K	0.01%	548
2026 Q1	$14.4K	Buy	303 +188	+163%	+$9.62K	0.01%	442
2025 Q4	$7.87K	Buy	115 +17	+17%	+$1.18K	﹤0.01%	529
2025 Q3	$7.07K	Buy	98 +26	+36%	+$2K	﹤0.01%	430
2025 Q2	$5.61K	Hold	72	–	–	﹤0.01%	396
2025 Q1	$5.86K	Hold	72	–	–	﹤0.01%	395
2024 Q4	$6.48K	Hold	72	–	–	﹤0.01%	397
2024 Q3	$4.47K	Hold	72	–	–	﹤0.01%	395
2024 Q2	$3.85K	Hold	72	–	–	﹤0.01%	401
2024 Q1	$4.29K	Hold	72	–	–	﹤0.01%	394
2023 Q4	$3.02K	Hold	72	–	–	﹤0.01%	386
2023 Q3	$3.02K	Hold	72	–	–	﹤0.01%	288
2023 Q2	$3.68K	Hold	72	–	–	﹤0.01%	291
2023 Q1	$4.2K	Buy	+72	New	+$4.29K	﹤0.01%	292

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Elevation Wealth Partners's DOCU Position: Q2 2026 in Review

Elevation Wealth Partners increased its DocuSign (DOCU) stake by 69% in Q2 2026, buying an estimated $9.8K and bringing the position to 512 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #548.

Elevation Wealth Partners first reported a position in DOCU in Q1 2023 and has held it in 14 quarters since. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Elevation Wealth Partners held 512 shares of DocuSign worth $22.7K as of Q2 2026.
Elevation Wealth Partners bought 209 DocuSign shares in Q2 2026, an estimated $9.8K.
DocuSign made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #548 holding.
Elevation Wealth Partners first reported a position in DocuSign in Q1 2023 and has held it in 14 quarters since.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.