HIW
DOCU

Holos Integrated Wealth’s DocuSign DOCU Stock Holding History

Holos Integrated Wealth’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 		$850 Hold
18
– – ﹤0.01% 353
2026
Q1 		$852 Hold
18
– – ﹤0.01% 370
2025
Q4 		$1.17K Hold
18
– – ﹤0.01% 279
2025
Q3 		$1.23K Hold
18
– – ﹤0.01% 275
2025
Q2 		$1.25K Hold
18
– – ﹤0.01% 277
2025
Q1 		$1.47K Hold
18
– – ﹤0.01% 278
2024
Q4 		$1.62K Buy
+18
New +$1.44K ﹤0.01% 278

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

Holos Integrated Wealth's DOCU Position: Q2 2026 in Review

Holos Integrated Wealth held its DocuSign (DOCU) position steady in Q2 2026 at 18 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Holos Integrated Wealth first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Holos Integrated Wealth held 18 shares of DocuSign worth $850 as of Q2 2026.
  • Holos Integrated Wealth left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #353 holding.
  • Holos Integrated Wealth first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's DocuSign position peaked at $1.62K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.