IWC
DOCU

Integrated Wealth Concepts’s DocuSign DOCU Stock Holding History

Integrated Wealth Concepts’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 		$643K Buy
14,484
+402
+3% +$18.8K ﹤0.01% 1624
2026
Q1 		$668K Buy
+14,082
New +$720K 0.01% 1365
2025
Q4 		– Sell
-5,575
Closed -$402K – 1732
2025
Q3 		$402K Sell
5,575
-3,024
-35% -$233K ﹤0.01% 1471
2025
Q2 		$670K Buy
8,599
+986
+13% +$79.8K 0.01% 1122
2025
Q1 		$620K Sell
7,613
-192
-2% -$16.8K 0.01% 1049
2024
Q4 		$702K Buy
7,805
+2,841
+57% +$227K 0.01% 974
2024
Q3 		$308K Sell
4,964
-26
-0.5% -$1.46K ﹤0.01% 1321
2024
Q2 		$267K Buy
4,990
+15
+0.3% +$846 ﹤0.01% 1376
2024
Q1 		$296K Sell
4,975
-2,343
-32% -$132K ﹤0.01% 1328
2023
Q4 		$435K Sell
7,318
-1,611
-18% -$73.9K 0.01% 1060
2023
Q3 		$375K Sell
8,929
-3,937
-31% -$193K 0.01% 1120
2023
Q2 		$657K Buy
12,866
+6,038
+88% +$320K 0.01% 862
2023
Q1 		$398K Buy
6,828
+1,819
+36% +$109K 0.01% 936
2022
Q4 		$278K Buy
5,009
+182
+4% +$8.86K 0.01% 843
2022
Q3 		$258K Buy
4,827
+815
+20% +$51.1K 0.01% 785
2022
Q2 		$230K Buy
4,012
+124
+3% +$10K 0.01% 841
2022
Q1 		$416K Buy
3,888
+455
+13% +$52.2K 0.01% 626
2021
Q4 		$523K Buy
3,433
+414
+14% +$94.4K 0.02% 606
2021
Q3 		$777K Buy
+3,019
New +$870K 0.03% 463

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

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

Integrated Wealth Concepts increased its DocuSign (DOCU) stake by 2.9% in Q2 2026, buying an estimated $18.8K and bringing the position to 14,484 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Integrated Wealth Concepts first reported a position in DOCU in Q3 2021 and has held it in 19 quarters since. The position peaked at $777K in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Integrated Wealth Concepts held 14,484 shares of DocuSign worth $643K as of Q2 2026.
  • Integrated Wealth Concepts bought 402 DocuSign shares in Q2 2026, an estimated $18.8K.
  • DocuSign made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1624 holding.
  • Integrated Wealth Concepts first reported a position in DocuSign in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's DocuSign position peaked at $777K in Q3 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.