EWM
DOCU

Evolution Wealth Management’s DocuSign DOCU Stock Holding History

Evolution Wealth Management’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 		$8.31K Sell
187
-39
-17% -$1.83K ﹤0.01% 614
2026
Q1 		$10.7K Sell
226
-80
-26% -$4.09K 0.01% 504
2025
Q4 		$20.9K Hold
306
– – 0.02% 350
2025
Q3 		$22.1K Hold
306
– – 0.02% 290
2025
Q2 		$23.8K Buy
+306
New +$24.8K 0.03% 259

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 $3.37T AUM 44.26% 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

Evolution Wealth Management's DOCU Position: Q2 2026 in Review

Evolution Wealth Management reduced its DocuSign (DOCU) stake by 17% in Q2 2026, selling an estimated $1.83K and leaving 187 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Evolution Wealth Management first reported a position in DOCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.8K in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Evolution Wealth Management held 187 shares of DocuSign worth $8.31K as of Q2 2026.
  • Evolution Wealth Management sold 39 DocuSign shares in Q2 2026, an estimated $1.83K.
  • DocuSign made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #614 holding.
  • Evolution Wealth Management first reported a position in DocuSign in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's DocuSign position peaked at $23.8K in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.