JWM
DOCU

JPL Wealth Management’s DocuSign DOCU Stock Holding History

JPL 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 		$3.15K Buy
71
+26
+58% +$1.22K ﹤0.01% 918
2026
Q1 		$2.13K Buy
+45
New +$2.3K ﹤0.01% 951
2025
Q4 		– Sell
-48
Closed -$3.46K – 385
2025
Q3 		$3.46K Buy
+48
New +$3.7K ﹤0.01% 735

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

JPL Wealth Management's DOCU Position: Q2 2026 in Review

JPL Wealth Management increased its DocuSign (DOCU) stake by 58% in Q2 2026, buying an estimated $1.22K and bringing the position to 71 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

JPL Wealth Management first reported a position in DOCU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.46K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • JPL Wealth Management held 71 shares of DocuSign worth $3.15K as of Q2 2026.
  • JPL Wealth Management bought 26 DocuSign shares in Q2 2026, an estimated $1.22K.
  • DocuSign made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #918 holding.
  • JPL Wealth Management first reported a position in DocuSign in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's DocuSign position peaked at $3.46K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.