LHWM
DOCU

Lake Hills Wealth Management’s DocuSign DOCU Stock Holding History

Lake Hills 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
Q1 		– Sell
-3,817
Closed -$261K – 66
2025
Q4 		$261K Buy
+3,817
New +$264K 0.14% 53

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Hills Wealth Management's DOCU Position: Q1 2026 in Review

Lake Hills Wealth Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,817 shares — an estimated $261K sold.

Lake Hills Wealth Management first reported a position in DOCU in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 705 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Lake Hills Wealth Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Lake Hills Wealth Management sold 3,817 DocuSign shares in Q1 2026, an estimated $261K.
  • Lake Hills Wealth Management first reported a position in DocuSign in Q4 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's DocuSign position peaked at $261K in Q4 2025.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Lake Hills Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.