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 		$8.88K Hold
200
– – ﹤0.01% 1228
2026
Q1 		$9.48K Buy
+200
New +$10.2K ﹤0.01% 1120

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.