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
Q2 		$3.15K Hold
71
– – ﹤0.01% 922
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 $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

Medallion Wealth Advisors's DOCU Position: Q2 2026 in Review

Medallion Wealth Advisors held its DocuSign (DOCU) position steady in Q2 2026 at 71 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Medallion Wealth Advisors first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.5K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Medallion Wealth Advisors held 71 shares of DocuSign worth $3.15K as of Q2 2026.
  • Medallion Wealth Advisors left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #922 holding.
  • Medallion Wealth Advisors first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's DocuSign position peaked at $30.5K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.