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
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 $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