MWPCG
DOCU

Measured Wealth Private Client Group’s DocuSign DOCU Stock Holding History

Measured Wealth Private Client Group’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
-3
Closed -$142 – 732
2026
Q1 		$142 Hold
3
– – ﹤0.01% 669
2025
Q4 		$205 Buy
+3
New +$207 ﹤0.01% 694

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

Measured Wealth Private Client Group's DOCU Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 3 shares — an estimated $142 sold.

Measured Wealth Private Client Group first reported a position in DOCU in Q4 2025 and held it in 2 quarters. The position peaked at $205 in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3 DocuSign shares in Q2 2026, an estimated $142.
  • Measured Wealth Private Client Group first reported a position in DocuSign in Q4 2025 and held it in 2 quarters.
  • Measured Wealth Private Client Group's DocuSign position peaked at $205 in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.