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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return