MWA
DOCU

Medallion Wealth Advisors’s DocuSign DOCU Stock Holding History

Medallion Wealth 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
Q1 		$3.37K Sell
71
-352
-83% -$18K ﹤0.01% 937
2025
Q4 		$28.9K Hold
423
– – 0.01% 571
2025
Q3 		$30.5K Buy
423
+216
+104% +$16.6K 0.01% 558
2025
Q2 		$16.1K Hold
207
– – 0.01% 658
2025
Q1 		$16.9K Hold
207
– – 0.01% 601
2024
Q4 		$16.9K Buy
+207
New +$16.5K 0.01% 586

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Medallion Wealth Advisors's DOCU Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its DocuSign (DOCU) stake by 83% in Q1 2026, selling an estimated $18K and leaving 71 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Medallion Wealth Advisors first reported a position in DOCU in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.5K in Q3 2025. 704 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Medallion Wealth Advisors held 71 shares of DocuSign worth $3.37K as of Q1 2026.
  • Medallion Wealth Advisors sold 352 DocuSign shares in Q1 2026, an estimated $18K.
  • DocuSign made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #937 holding.
  • Medallion Wealth Advisors first reported a position in DocuSign in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's DocuSign position peaked at $30.5K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.