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 Q3	$1.38K	Hold	18	–	–	﹤0.01%	357
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	$1.24K	Hold	18	–	–	﹤0.01%	277
2025 Q1	$1.46K	Hold	18	–	–	﹤0.01%	278
2024 Q4	$1.62K	Buy	+18	New	+$1.44K	﹤0.01%	278

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Holos Integrated Wealth's DOCU Position: Q3 2026 in Review

Holos Integrated Wealth held its DocuSign (DOCU) position steady in Q3 2026 at 18 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Holos Integrated Wealth first reported a position in DOCU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.62K in Q4 2024. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Holos Integrated Wealth held 18 shares of DocuSign worth $1.38K as of Q3 2026.
Holos Integrated Wealth left its DocuSign share count unchanged in Q3 2026.
DocuSign made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #357 holding.
Holos Integrated Wealth first reported a position in DocuSign in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's DocuSign position peaked at $1.62K in Q4 2024.
140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.