Golden State Wealth Management’s DocuSign DOCU Stock Holding History

Golden State 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	$2.75K	Sell	62 -2	-3%	-$94	﹤0.01%	1344
2026 Q1	$3.03K	Sell	64 -70	-52%	-$3.58K	﹤0.01%	1294
2025 Q4	$9.17K	Sell	134 -130	-49%	-$8.99K	﹤0.01%	1130
2025 Q3	$19K	Buy	264 +12	+5%	+$925	﹤0.01%	924
2025 Q2	$19.6K	Buy	252 +183	+265%	+$14.8K	﹤0.01%	889
2025 Q1	$5.62K	Buy	69 +7	+11%	+$613	﹤0.01%	1143
2024 Q4	$5.58K	Buy	+62	New	+$4.95K	﹤0.01%	1101
2019 Q3	–	Sell	-300	Closed	-$14K	–	1080
2019 Q2	$14K	Sell	300 -1,300	-81%	-$69.4K	﹤0.01%	677
2019 Q1	$83K	Buy	+1,600	New	+$81.6K	0.03%	353

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Golden State Wealth Management's DOCU Position: Q2 2026 in Review

Golden State Wealth Management reduced its DocuSign (DOCU) stake by 3.1% in Q2 2026, selling an estimated $94 and leaving 62 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Golden State Wealth Management first reported a position in DOCU in Q1 2019 and has held it in 9 quarters since. The position peaked at $83K in Q1 2019. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Golden State Wealth Management held 62 shares of DocuSign worth $2.75K as of Q2 2026.
Golden State Wealth Management sold 2 DocuSign shares in Q2 2026, an estimated $94.
DocuSign made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1344 holding.
Golden State Wealth Management first reported a position in DocuSign in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's DocuSign position peaked at $83K in Q1 2019.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.