JWA
DOCU

JFS Wealth Advisors’s DocuSign DOCU Stock Holding History

JFS Wealth Advisors’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 		$45 Sell
1
-3
-75% -$141 ﹤0.01% 2231
2026
Q1 		$190 Sell
4
-31
-89% -$1.59K ﹤0.01% 1824
2025
Q4 		$2.39K Buy
35
+17
+94% +$1.18K ﹤0.01% 1487
2025
Q3 		$1.3K Sell
18
-13
-42% -$1K ﹤0.01% 1552
2025
Q2 		$2.42K Buy
31
+7
+29% +$566 ﹤0.01% 1347
2025
Q1 		$1.95K Buy
24
+1
+4% +$88 ﹤0.01% 1475
2024
Q4 		$2.07K Buy
23
+21
+1,050% +$1.68K ﹤0.01% 1464
2024
Q3 		$125 Sell
2
-29
-94% -$1.63K ﹤0.01% 1890
2024
Q2 		$1.66K Buy
31
+29
+1,450% +$1.64K ﹤0.01% 1509
2024
Q1 		$120 Buy
+2
New +$113 ﹤0.01% 1934
2023
Q4 		– Sell
-5
Closed -$210 – 2010
2023
Q3 		$210 Sell
5
-13
-72% -$637 ﹤0.01% 1857
2023
Q2 		$920 Buy
18
+8
+80% +$424 ﹤0.01% 1634
2023
Q1 		$583 Buy
10
+2
+25% +$119 ﹤0.01% 1701
2022
Q4 		$443 Sell
8
-104
-93% -$5.06K ﹤0.01% 1748
2022
Q3 		$6K Buy
112
+8
+8% +$502 ﹤0.01% 899
2022
Q2 		$6K Sell
104
-6
-5% -$486 ﹤0.01% 924
2022
Q1 		$12K Buy
110
+56
+104% +$6.43K ﹤0.01% 736
2021
Q4 		$8K Buy
54
+4
+8% +$912 ﹤0.01% 716
2021
Q3 		$13K Buy
+50
New +$14.4K ﹤0.01% 602
2021
Q1 		– Sell
-18
Closed -$4K – 597
2020
Q4 		$4K Buy
+18
New +$4.04K ﹤0.01% 488

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

JFS Wealth Advisors's DOCU Position: Q2 2026 in Review

JFS Wealth Advisors reduced its DocuSign (DOCU) stake by 75% in Q2 2026, selling an estimated $141 and leaving 1 share worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

JFS Wealth Advisors first reported a position in DOCU in Q4 2020 and has held it in 20 quarters since. The position peaked at $13K in Q3 2021. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • JFS Wealth Advisors held 1 share of DocuSign worth $45 as of Q2 2026.
  • JFS Wealth Advisors sold 3 DocuSign shares in Q2 2026, an estimated $141.
  • DocuSign made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2231 holding.
  • JFS Wealth Advisors first reported a position in DocuSign in Q4 2020 and has held it in 20 quarters since.
  • JFS Wealth Advisors's DocuSign position peaked at $13K in Q3 2021.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.