HWM
DOCU

HB Wealth Management’s DocuSign DOCU Stock Holding History

HB 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 		$517K Buy
11,632
+2,687
+30% +$126K ﹤0.01% 1087
2026
Q1 		$424K Buy
8,945
+4,916
+122% +$252K ﹤0.01% 1049
2025
Q4 		$276K Buy
+4,029
New +$279K ﹤0.01% 1179
2025
Q2 		– Sell
-2,941
Closed -$239K – 1196
2025
Q1 		$239K Buy
+2,941
New +$258K ﹤0.01% 1060

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 $3.38T AUM 44.17% 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

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

HB Wealth Management increased its DocuSign (DOCU) stake by 30% in Q2 2026, buying an estimated $126K and bringing the position to 11,632 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

HB Wealth Management first reported a position in DOCU in Q1 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • HB Wealth Management held 11,632 shares of DocuSign worth $517K as of Q2 2026.
  • HB Wealth Management bought 2,687 DocuSign shares in Q2 2026, an estimated $126K.
  • DocuSign made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1087 holding.
  • HB Wealth Management first reported a position in DocuSign in Q1 2025 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.