Focus Partners Wealth
DOCU

Focus Partners Wealth’s DocuSign DOCU Stock Holding History

Focus Partners Wealth’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 		$5.06M Buy
113,953
+35,875
+46% +$1.68M 0.01% 955
2026
Q1 		$3.7M Buy
78,078
+32,304
+71% +$1.65M ﹤0.01% 1048
2025
Q4 		$3.14M Buy
45,774
+30,440
+199% +$2.1M ﹤0.01% 1141
2025
Q3 		$1.1M Buy
15,334
+956
+7% +$73.7K ﹤0.01% 1248
2025
Q2 		$1.12M Buy
14,378
+3,377
+31% +$273K ﹤0.01% 1096
2025
Q1 		$895K Sell
11,001
-62
-0.6% -$5.43K ﹤0.01% 1106
2024
Q4 		$995K Buy
11,063
+1,829
+20% +$146K ﹤0.01% 1059
2024
Q3 		$573K Buy
+9,234
New +$518K ﹤0.01% 1104

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

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

Focus Partners Wealth increased its DocuSign (DOCU) stake by 46% in Q2 2026, buying an estimated $1.68M and bringing the position to 113,953 shares worth $5.06M. The position accounts for 0.01% of the portfolio, ranked #955.

Focus Partners Wealth first reported a position in DOCU in Q3 2024 and has held it in 8 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Focus Partners Wealth held 113,953 shares of DocuSign worth $5.06M as of Q2 2026.
  • Focus Partners Wealth bought 35,875 DocuSign shares in Q2 2026, an estimated $1.68M.
  • DocuSign made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #955 holding.
  • Focus Partners Wealth first reported a position in DocuSign in Q3 2024 and has held it in 8 quarters since.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.