IFWM
DOCU

Institute for Wealth Management’s DocuSign DOCU Stock Holding History

Institute for 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 		$23.4K Sell
526
-6,099
-92% -$286K ﹤0.01% 1078
2026
Q1 		$314K Buy
+6,625
New +$339K 0.03% 412

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

Institute for Wealth Management's DOCU Position: Q2 2026 in Review

Institute for Wealth Management reduced its DocuSign (DOCU) stake by 92% in Q2 2026, selling an estimated $286K and leaving 526 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Institute for Wealth Management first reported a position in DOCU in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Institute for Wealth Management held 526 shares of DocuSign worth $23.4K as of Q2 2026.
  • Institute for Wealth Management sold 6,099 DocuSign shares in Q2 2026, an estimated $286K.
  • DocuSign made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • Institute for Wealth Management first reported a position in DocuSign in Q1 2026 and has held it in 2 quarters since.
  • Institute for Wealth Management's DocuSign position peaked at $314K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.