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 		$9.48K Buy
+200
New +$10.2K ﹤0.01% 1120

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T 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 $432B 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

NewEdge Wealth's DOCU Position: Q1 2026 in Review

NewEdge Wealth reduced its DocuSign (DOCU) stake by 32% in Q1 2026, selling an estimated $285K and leaving 12,042 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #778.

NewEdge Wealth first reported a position in DOCU in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2025. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • NewEdge Wealth held 12,042 shares of DocuSign worth $571K as of Q1 2026.
  • NewEdge Wealth sold 5,580 DocuSign shares in Q1 2026, an estimated $285K.
  • DocuSign made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #778 holding.
  • NewEdge Wealth first reported a position in DocuSign in Q4 2020 and has held it in 18 quarters since.
  • NewEdge Wealth's DocuSign position peaked at $1.21M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.