MPPW
DOCU icon

Mitchell & Pahl Private Wealth’s DocuSign DOCU Stock Holding History

Mitchell & Pahl Private Wealth’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
Q3 		$1.55M Buy
23,044
+921
+4% +$54.8K 0.56% 65
2026
Q2 		$983K Buy
22,123
+824
+4% +$38.6K 0.36% 92
2026
Q1 		$1.01M Sell
21,299
-111
-0.5% -$5.68K 0.41% 86
2025
Q4 		$1.46M Sell
21,410
-12
-0.1% -$830 0.61% 64
2025
Q3 		$1.54M Buy
21,422
+149
+0.7% +$11.5K 0.65% 58
2025
Q2 		$1.66M Buy
21,273
+556
+3% +$45K 0.73% 54
2025
Q1 		$1.69M Sell
20,717
-238
-1% -$20.8K 0.79% 51
2024
Q4 		$1.88M Buy
20,955
+345
+2% +$27.5K 0.88% 44
2024
Q3 		$1.28M Buy
20,610
+1,016
+5% +$56.9K 0.6% 59
2024
Q2 		$1.05M Buy
19,594
+159
+0.8% +$8.97K 0.55% 70
2024
Q1 		$1.16M Buy
19,435
+1,624
+9% +$91.7K 0.61% 61
2023
Q4 		$1.06M Sell
17,811
-1,979
-10% -$90.8K 0.6% 61
2023
Q3 		$831K Buy
19,790
+1,867
+10% +$91.5K 0.49% 72
2023
Q2 		$916K Buy
17,923
+316
+2% +$16.7K 0.55% 62
2023
Q1 		$1.03M Buy
17,607
+196
+1% +$11.7K 0.64% 56
2022
Q4 		$965K Buy
17,411
+372
+2% +$18.1K 0.63% 56
2022
Q3 		$911K Buy
17,039
+93
+0.5% +$5.83K 0.67% 50
2022
Q2 		$972K Buy
+16,946
New +$1.37M 0.68% 51
2021
Q4 		– Sell
-1,347
Closed -$347K – 167
2021
Q3 		$347K Sell
1,347
-56
-4% -$16.1K 0.25% 117
2021
Q2 		$392K Sell
1,403
-159
-10% -$35.6K 0.28% 109
2021
Q1 		$316K Hold
1,562
– – 0.25% 120
2020
Q4 		$347K Buy
+1,562
New +$351K 0.29% 105

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Mitchell & Pahl Private Wealth's DOCU Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its DocuSign (DOCU) stake by 4.2% in Q3 2026, buying an estimated $54.8K and bringing the position to 23,044 shares worth $1.55M. The position accounts for 0.56% of the portfolio, ranked #65.

Mitchell & Pahl Private Wealth first reported a position in DOCU in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.88M in Q4 2024. 96 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 23,044 shares of DocuSign worth $1.55M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 921 DocuSign shares in Q3 2026, an estimated $54.8K.
  • DocuSign made up 0.56% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #65 holding.
  • Mitchell & Pahl Private Wealth first reported a position in DocuSign in Q4 2020 and has held it in 22 quarters since.
  • Mitchell & Pahl Private Wealth's DocuSign position peaked at $1.88M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.