FDW
DOCU

Fourth Dimension Wealth’s DocuSign DOCU Stock Holding History

Fourth Dimension 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 		$3.46K Hold
78
– – ﹤0.01% 573
2026
Q1 		$3.7K Hold
78
– – ﹤0.01% 496
2025
Q4 		$5.34K Hold
78
– – ﹤0.01% 477
2025
Q3 		$5.62K Sell
78
-13
-14% -$1K ﹤0.01% 473
2025
Q2 		$7.09K Hold
91
– – ﹤0.01% 457
2025
Q1 		$7.41K Hold
91
– – ﹤0.01% 453
2024
Q4 		$8.18K Buy
+91
New +$7.27K ﹤0.01% 446

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

Fourth Dimension Wealth's DOCU Position: Q2 2026 in Review

Fourth Dimension Wealth held its DocuSign (DOCU) position steady in Q2 2026 at 78 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Fourth Dimension Wealth first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.18K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Fourth Dimension Wealth held 78 shares of DocuSign worth $3.46K as of Q2 2026.
  • Fourth Dimension Wealth left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #573 holding.
  • Fourth Dimension Wealth first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's DocuSign position peaked at $8.18K in Q4 2024.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.