LWMI
DOCU

Legacy Wealth Management (Idaho)’s DocuSign DOCU Stock Holding History

Legacy Wealth Management (Idaho)’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
-13
Closed -$617 – 387
2026
Q1 		$617 Sell
13
-14
-52% -$716 ﹤0.01% 925
2025
Q4 		$1.85K Buy
+27
New +$1.87K ﹤0.01% 678
2025
Q2 		– Sell
-26
Closed -$2.12K – 780
2025
Q1 		$2.12K Buy
26
+20
+333% +$1.75K ﹤0.01% 529
2024
Q4 		$543 Buy
+6
New +$479 ﹤0.01% 654

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

Legacy Wealth Management (Idaho)'s DOCU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 13 shares — an estimated $617 sold.

Legacy Wealth Management (Idaho) first reported a position in DOCU in Q4 2024 and held it in 4 quarters. The position peaked at $2.12K in Q1 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 13 DocuSign shares in Q2 2026, an estimated $617.
  • Legacy Wealth Management (Idaho) first reported a position in DocuSign in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s DocuSign position peaked at $2.12K in Q1 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.