MWM
DOCU

Mission Wealth Management’s DocuSign DOCU Stock Holding History

Mission Wealth Management’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 		$257K Buy
+5,785
New +$271K ﹤0.01% 934

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

Mission Wealth Management's DOCU Position: Q2 2026 in Review

Mission Wealth Management opened a new position in DocuSign (DOCU) in Q2 2026: 5,785 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings.

670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Mission Wealth Management held 5,785 shares of DocuSign worth $257K as of Q2 2026.
  • DocuSign was a new Mission Wealth Management position in Q2 2026.
  • DocuSign made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #934 holding.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.