GWMR
DOCU

GC Wealth Management RIA’s DocuSign DOCU Stock Holding History

GC Wealth Management RIA’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 		– Sell
-8,028
Closed -$549K – 519
2025
Q4 		$549K Sell
8,028
-15,537
-66% -$1.07M 0.02% 343
2025
Q3 		$1.7M Buy
23,565
+15,260
+184% +$1.18M 0.06% 238
2025
Q2 		$647K Buy
+8,305
New +$672K 0.05% 277

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GC Wealth Management RIA's DOCU Position: Q1 2026 in Review

GC Wealth Management RIA sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 8,028 shares — an estimated $549K sold.

GC Wealth Management RIA first reported a position in DOCU in Q2 2025 and held it in 3 quarters. The position peaked at $1.7M in Q3 2025. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • GC Wealth Management RIA reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 8,028 DocuSign shares in Q1 2026, an estimated $549K.
  • GC Wealth Management RIA first reported a position in DocuSign in Q2 2025 and held it in 3 quarters.
  • GC Wealth Management RIA's DocuSign position peaked at $1.7M in Q3 2025.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.