EWA
DOCU

EverSource Wealth Advisors’s DocuSign DOCU Stock Holding History

EverSource Wealth Advisors’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 		$275K Buy
6,180
+1,963
+47% +$92K 0.01% 848
2026
Q1 		$200K Buy
4,217
+2,681
+175% +$137K 0.01% 1061
2025
Q4 		$105K Buy
1,536
+307
+25% +$21.2K ﹤0.01% 1284
2025
Q3 		$88.6K Buy
1,229
+161
+15% +$12.4K ﹤0.01% 1351
2025
Q2 		$83.2K Buy
1,068
+45
+4% +$3.64K ﹤0.01% 1306
2025
Q1 		$83.3K Sell
1,023
-12
-1% -$1.05K ﹤0.01% 986
2024
Q4 		$93.1K Sell
1,035
-209
-17% -$16.7K 0.01% 930
2024
Q3 		$77.2K Sell
1,244
-301
-19% -$16.9K ﹤0.01% 884
2024
Q2 		$85.7K Buy
1,545
+263
+21% +$14.8K 0.01% 861
2024
Q1 		$72.6K Sell
1,282
-1,527
-54% -$86.2K 0.01% 835
2023
Q4 		$167K Sell
2,809
-238
-8% -$10.9K 0.02% 480
2023
Q3 		$128K Sell
3,047
-729
-19% -$35.7K 0.01% 491
2023
Q2 		$193K Sell
3,776
-854
-18% -$45.2K 0.02% 404
2023
Q1 		$270K Buy
4,630
+783
+20% +$46.7K 0.03% 320
2022
Q4 		$213K Buy
3,847
+3,560
+1,240% +$173K 0.03% 346
2022
Q3 		$15K Sell
287
-685
-70% -$42.9K ﹤0.01% 994
2022
Q2 		$55K Buy
972
+633
+187% +$51.2K 0.01% 596
2022
Q1 		$36K Buy
339
+25
+8% +$2.87K 0.01% 524
2021
Q4 		$47K Buy
+314
New +$71.6K 0.01% 436

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

EverSource Wealth Advisors's DOCU Position: Q2 2026 in Review

EverSource Wealth Advisors increased its DocuSign (DOCU) stake by 47% in Q2 2026, buying an estimated $92K and bringing the position to 6,180 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #848.

EverSource Wealth Advisors first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • EverSource Wealth Advisors held 6,180 shares of DocuSign worth $275K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,963 DocuSign shares in Q2 2026, an estimated $92K.
  • DocuSign made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #848 holding.
  • EverSource Wealth Advisors first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.