Impact Partnership Wealth’s DocuSign DOCU Stock Holding History

Impact Partnership 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	–	Sell	-11,850	Closed	-$562K	–	452
2026 Q1	$562K	Buy	+11,850	New	+$606K	0.07%	183
2025 Q4	–	Sell	-8,038	Closed	-$579K	–	392
2025 Q3	$579K	Buy	8,038 +2,363	+42%	+$182K	0.09%	143
2025 Q2	$442K	Buy	5,675 +737	+15%	+$59.6K	0.08%	155
2025 Q1	$402K	Buy	4,938 +342	+7%	+$30K	0.09%	143
2024 Q4	$413K	Buy	4,596 +223	+5%	+$17.8K	0.08%	155
2024 Q3	$271K	Sell	4,373 -22	-0.5%	-$1.23K	0.06%	187
2024 Q2	$235K	Buy	4,395 +2,284	+108%	+$129K	0.06%	187
2024 Q1	$126K	Buy	2,111 +2,110	+211,000%	+$119K	0.05%	228
2023 Q4	$31	Sell	1 -13	-93%	-$596	﹤0.01%	831
2023 Q3	$568	Buy	+14	New	+$686	﹤0.01%	931

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Impact Partnership Wealth's DOCU Position: Q2 2026 in Review

Impact Partnership Wealth sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 11,850 shares — an estimated $562K sold.

Impact Partnership Wealth first reported a position in DOCU in Q3 2023 and held it in 10 quarters. The position peaked at $579K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Impact Partnership Wealth reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
Impact Partnership Wealth sold 11,850 DocuSign shares in Q2 2026, an estimated $562K.
Impact Partnership Wealth first reported a position in DocuSign in Q3 2023 and held it in 10 quarters.
Impact Partnership Wealth's DocuSign position peaked at $579K in Q3 2025.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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