KPWS
DOCU

Kestra Private Wealth Services’s DocuSign DOCU Stock Holding History

Kestra Private Wealth Services’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
-12,290
Closed -$583K – 1834
2026
Q1 		$583K Buy
12,290
+2,150
+21% +$110K 0.01% 1121
2025
Q4 		$694K Buy
10,140
+859
+9% +$59.4K 0.01% 991
2025
Q3 		$669K Sell
9,281
-917
-9% -$70.7K 0.01% 958
2025
Q2 		$794K Sell
10,198
-2,304
-18% -$186K 0.01% 833
2025
Q1 		$1.02M Buy
12,502
+8,847
+242% +$775K 0.02% 677
2024
Q4 		$329K Sell
3,655
-1,097
-23% -$87.6K 0.01% 1101
2024
Q3 		$295K Sell
4,752
-1,018
-18% -$57.1K 0.01% 1089
2024
Q2 		$309K Sell
5,770
-464
-7% -$26.2K 0.01% 1035
2024
Q1 		$371K Sell
6,234
-917
-13% -$51.8K 0.01% 926
2023
Q4 		$425K Sell
7,151
-1,213
-15% -$55.6K 0.01% 792
2023
Q3 		$351K Buy
8,364
+1,417
+20% +$69.5K 0.01% 798
2023
Q2 		$355K Buy
6,947
+274
+4% +$14.5K 0.01% 756
2023
Q1 		$389K Buy
6,673
+209
+3% +$12.5K 0.02% 677
2022
Q4 		$358K Buy
6,464
+18
+0.3% +$876 0.02% 617
2022
Q3 		$345K Buy
6,446
+1,057
+20% +$66.3K 0.02% 604
2022
Q2 		$309K Sell
5,389
-385
-7% -$31.2K 0.02% 645
2022
Q1 		$619K Buy
5,774
+832
+17% +$95.5K 0.03% 508
2021
Q4 		$753K Sell
4,942
-27
-0.5% -$6.16K 0.04% 471
2021
Q3 		$1.28M Buy
4,969
+6
+0.1% +$1.73K 0.07% 298
2021
Q2 		$1.39M Buy
4,963
+1,038
+26% +$232K 0.08% 262
2021
Q1 		$795K Sell
3,925
-86
-2% -$19.9K 0.06% 345
2020
Q4 		$906K Buy
4,011
+250
+7% +$56.2K 0.07% 293
2020
Q3 		$809K Buy
+3,761
New +$781K 0.07% 281

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

Kestra Private Wealth Services's DOCU Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 12,290 shares — an estimated $583K sold.

Kestra Private Wealth Services first reported a position in DOCU in Q3 2020 and held it in 23 quarters. The position peaked at $1.39M in Q2 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 12,290 DocuSign shares in Q2 2026, an estimated $583K.
  • Kestra Private Wealth Services first reported a position in DocuSign in Q3 2020 and held it in 23 quarters.
  • Kestra Private Wealth Services's DocuSign position peaked at $1.39M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.