GWSA
DOCU

Global Wealth Strategies & Associates’s DocuSign DOCU Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-20
Closed -$948 – 185
2026
Q1 		$948 Hold
20
– – ﹤0.01% 470
2025
Q4 		$1.37K Hold
20
– – ﹤0.01% 462
2025
Q3 		$1.44K Hold
20
– – ﹤0.01% 411
2025
Q2 		$1.56K Hold
20
– – ﹤0.01% 318
2025
Q1 		$1.63K Hold
20
– – ﹤0.01% 395
2024
Q4 		$1.8K Hold
20
– – ﹤0.01% 328
2024
Q3 		$1.24K Hold
20
– – ﹤0.01% 317
2024
Q2 		$1.07K Hold
20
– – ﹤0.01% 286
2024
Q1 		$1.19K Sell
20
-75
-79% -$4.23K ﹤0.01% 301
2023
Q4 		$5.65K Hold
95
– – ﹤0.01% 198
2023
Q3 		$3.99K Hold
95
– – ﹤0.01% 225
2023
Q2 		$4.85K Hold
95
– – ﹤0.01% 207
2023
Q1 		$5.54K Hold
95
– – ﹤0.01% 202
2022
Q4 		$5.26K Buy
+95
New +$4.63K ﹤0.01% 204

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

Global Wealth Strategies & Associates's DOCU Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 20 shares — an estimated $948 sold.

Global Wealth Strategies & Associates first reported a position in DOCU in Q4 2022 and held it in 14 quarters. The position peaked at $5.65K in Q4 2023. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 20 DocuSign shares in Q2 2026, an estimated $948.
  • Global Wealth Strategies & Associates first reported a position in DocuSign in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's DocuSign position peaked at $5.65K in Q4 2023.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.