Legacy Financial Advisors’s DocuSign DOCU Stock Holding History

Legacy Financial 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	$352K	Buy	7,934 +899	+13%	+$42.1K	0.04%	314
2026 Q1	$334K	Buy	7,035 +1,728	+33%	+$88.4K	0.05%	302
2025 Q4	$363K	Sell	5,307 -50	-0.9%	-$3.46K	0.05%	282
2025 Q3	$386K	Buy	5,357 +238	+5%	+$18.3K	0.05%	273
2025 Q2	$399K	Buy	5,119 +52	+1%	+$4.21K	0.06%	229
2025 Q1	$412K	Sell	5,067 -20	-0.4%	-$1.75K	0.07%	228
2024 Q4	$458K	Buy	5,087 +29	+0.6%	+$2.32K	0.08%	206
2024 Q3	$314K	Hold	5,058	–	–	0.05%	269
2024 Q2	$271K	Sell	5,058 -10	-0.2%	-$564	0.05%	271
2024 Q1	$302K	Hold	5,068	–	–	0.05%	251
2023 Q4	$301K	Buy	+5,068	New	+$232K	0.06%	228
2022 Q2	–	Sell	-2,558	Closed	-$274K	–	232
2022 Q1	$274K	Buy	+2,558	New	+$294K	0.06%	179

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Legacy Financial Advisors's DOCU Position: Q2 2026 in Review

Legacy Financial Advisors increased its DocuSign (DOCU) stake by 13% in Q2 2026, buying an estimated $42.1K and bringing the position to 7,934 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #314.

Legacy Financial Advisors first reported a position in DOCU in Q1 2022 and has held it in 12 quarters since. The position peaked at $458K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Legacy Financial Advisors held 7,934 shares of DocuSign worth $352K as of Q2 2026.
Legacy Financial Advisors bought 899 DocuSign shares in Q2 2026, an estimated $42.1K.
DocuSign made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #314 holding.
Legacy Financial Advisors first reported a position in DocuSign in Q1 2022 and has held it in 12 quarters since.
Legacy Financial Advisors's DocuSign position peaked at $458K in Q4 2024.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.