NW
DOCU

NewEdge Wealth’s DocuSign DOCU Stock Holding History

NewEdge 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
Q2 		$210K Sell
4,737
-7,305
-61% -$342K ﹤0.01% 1167
2026
Q1 		$571K Sell
12,042
-5,580
-32% -$285K 0.01% 778
2025
Q4 		$1.21M Buy
17,622
+5,508
+45% +$381K 0.01% 578
2025
Q3 		$859K Buy
12,114
+1,483
+14% +$114K 0.01% 599
2025
Q2 		$749K Buy
10,631
+322
+3% +$26K 0.01% 601
2025
Q1 		$839K Sell
10,309
-574
-5% -$50.3K 0.02% 511
2024
Q4 		$979K Buy
10,883
+46
+0.4% +$3.67K 0.02% 490
2024
Q3 		$673K Buy
10,837
+8
+0.1% +$448 0.01% 553
2024
Q2 		$579K Buy
10,829
+77
+0.7% +$4.34K 0.01% 513
2024
Q1 		$632K Sell
10,752
-469
-4% -$26.5K 0.01% 513
2023
Q4 		$667K Buy
+11,221
New +$515K 0.02% 460
2023
Q3 		– Sell
-10,090
Closed -$516K – 652
2023
Q2 		$516K Buy
10,090
+2,352
+30% +$125K 0.02% 454
2023
Q1 		$451K Sell
7,738
-229
-3% -$13.7K 0.02% 428
2022
Q4 		$442K Sell
7,967
-2,122
-21% -$103K 0.02% 386
2022
Q3 		$539K Sell
10,089
-2,022
-17% -$127K 0.03% 347
2022
Q2 		$695K Buy
12,111
+4,107
+51% +$332K 0.03% 337
2022
Q1 		$857K Buy
8,004
+4,758
+147% +$546K 0.04% 238
2021
Q4 		$494K Buy
+3,246
New +$740K 0.02% 294
2021
Q1 		– Sell
-1,036
Closed -$230K – 292
2020
Q4 		$230K Buy
+1,036
New +$233K 0.07% 137

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

NewEdge Wealth's DOCU Position: Q2 2026 in Review

NewEdge Wealth reduced its DocuSign (DOCU) stake by 61% in Q2 2026, selling an estimated $342K and leaving 4,737 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

NewEdge Wealth first reported a position in DOCU in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • NewEdge Wealth held 4,737 shares of DocuSign worth $210K as of Q2 2026.
  • NewEdge Wealth sold 7,305 DocuSign shares in Q2 2026, an estimated $342K.
  • DocuSign made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1167 holding.
  • NewEdge Wealth first reported a position in DocuSign in Q4 2020 and has held it in 19 quarters since.
  • NewEdge Wealth's DocuSign position peaked at $1.21M in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.