MAS
DOCU

MPWM Advisory Solutions’s DocuSign DOCU Stock Holding History

MPWM Advisory Solutions’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 		$5.55K Sell
125
-70
-36% -$3.28K ﹤0.01% 398
2026
Q1 		$9.24K Hold
195
– – ﹤0.01% 350
2025
Q4 		$13.3K Hold
195
– – 0.01% 294
2025
Q3 		$14.1K Hold
195
– – 0.01% 267
2025
Q2 		$15.2K Sell
195
-30
-13% -$2.43K 0.01% 266
2025
Q1 		$18.3K Hold
225
– – 0.01% 251
2024
Q4 		$20.2K Buy
+225
New +$18K 0.01% 245

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

MPWM Advisory Solutions's DOCU Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its DocuSign (DOCU) stake by 36% in Q2 2026, selling an estimated $3.28K and leaving 125 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

MPWM Advisory Solutions first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q4 2024. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • MPWM Advisory Solutions held 125 shares of DocuSign worth $5.55K as of Q2 2026.
  • MPWM Advisory Solutions sold 70 DocuSign shares in Q2 2026, an estimated $3.28K.
  • DocuSign made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #398 holding.
  • MPWM Advisory Solutions first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's DocuSign position peaked at $20.2K in Q4 2024.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.