Greenwich Wealth Management’s DocuSign DOCU Stock Holding History

Greenwich 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 Q1	$4.41M	Buy	92,980 +134	+0.1%	+$6.86K	0.18%	69
2025 Q4	$6.35M	Sell	92,846 -662	-0.7%	-$45.8K	0.28%	55
2025 Q3	$6.74M	Buy	93,508 +88	+0.1%	+$6.78K	0.34%	43
2025 Q2	$7.28M	Hold	93,420	–	–	0.35%	36
2025 Q1	$7.6M	Sell	93,420 -474	-0.5%	-$41.5K	0.58%	28
2024 Q4	$8.45M	Buy	93,894 +184	+0.2%	+$14.7K	0.6%	25
2024 Q3	$5.82M	Buy	93,710 +102	+0.1%	+$5.72K	0.4%	35
2024 Q2	$5.01M	Buy	93,608 +373	+0.4%	+$21K	0.37%	37
2024 Q1	$5.55M	Buy	93,235 +487	+0.5%	+$27.5K	0.44%	32
2023 Q4	$5.51M	Buy	92,748 +6,650	+8%	+$305K	0.54%	29
2023 Q3	$3.62M	Buy	86,098 +8	+0%	+$392	0.38%	39
2023 Q2	$4.4M	Hold	86,090	–	–	0.46%	33
2023 Q1	$5.02M	Sell	86,090 -25	-0%	-$1.49K	0.55%	25
2022 Q4	$4.77M	Buy	86,115 +46,002	+115%	+$2.24M	0.53%	25
2022 Q3	$2.15M	Buy	40,113 +19,000	+90%	+$1.19M	0.23%	61
2022 Q2	$1.21M	Buy	+21,113	New	+$1.71M	0.16%	97

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return