Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s DocuSign DOCU Stock Holding History

Envestnet Portfolio Solutions’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$663K Buy
8,510
+4,378
+106% +$341K ﹤0.01% 970
2025
Q1 		$336K Buy
4,132
+798
+24% +$65K ﹤0.01% 1231
2024
Q4 		$300K Buy
+3,334
New +$300K ﹤0.01% 1509