GWM
DOCU

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
Q2 		$5.37M Buy
120,835
+27,855
+30% +$1.31M 0.2% 63
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
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

Greenwich Wealth Management's DOCU Position: Q2 2026 in Review

Greenwich Wealth Management increased its DocuSign (DOCU) stake by 30% in Q2 2026, buying an estimated $1.31M and bringing the position to 120,835 shares worth $5.37M. The position accounts for 0.2% of the portfolio, ranked #63.

Greenwich Wealth Management first reported a position in DOCU in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.45M in Q4 2024. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Greenwich Wealth Management held 120,835 shares of DocuSign worth $5.37M as of Q2 2026.
  • Greenwich Wealth Management bought 27,855 DocuSign shares in Q2 2026, an estimated $1.31M.
  • DocuSign made up 0.2% of Greenwich Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Greenwich Wealth Management first reported a position in DocuSign in Q2 2022 and has held it in 17 quarters since.
  • Greenwich Wealth Management's DocuSign position peaked at $8.45M in Q4 2024.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.