N.E.W. Advisory Services’s DocuSign DOCU Stock Holding History

N.E.W. Advisory Services’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	$666	Hold	15	–	–	﹤0.01%	961
2026 Q1	$711	Hold	15	–	–	﹤0.01%	894
2025 Q4	$1.03K	Hold	15	–	–	﹤0.01%	852
2025 Q3	$1.08K	Hold	15	–	–	﹤0.01%	790
2025 Q2	$1.17K	Hold	15	–	–	﹤0.01%	782
2025 Q1	$1.22K	Buy	+15	New	+$1.31K	﹤0.01%	842

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

N.E.W. Advisory Services's DOCU Position: Q2 2026 in Review

N.E.W. Advisory Services held its DocuSign (DOCU) position steady in Q2 2026 at 15 shares worth $666. The position accounts for ﹤0.01% of the portfolio, ranked #961.

N.E.W. Advisory Services first reported a position in DOCU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.22K in Q1 2025. 395 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

N.E.W. Advisory Services held 15 shares of DocuSign worth $666 as of Q2 2026.
N.E.W. Advisory Services left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #961 holding.
N.E.W. Advisory Services first reported a position in DocuSign in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's DocuSign position peaked at $1.22K in Q1 2025.
395 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.