IAGL
DOCU

Innovative Advisory Group, LLC’s DocuSign DOCU Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-300
Closed -$20.5K – 86
2025
Q4 		$20.5K Sell
300
-600
-67% -$41.5K 0.01% 99
2025
Q3 		$64.9K Hold
900
– – 0.04% 64
2025
Q2 		$70.1K Sell
900
-176
-16% -$14.2K 0.06% 56
2025
Q1 		$87.6K Sell
1,076
-25
-2% -$2.19K 0.08% 43
2024
Q4 		$99K Buy
+1,101
New +$87.9K 0.09% 48

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Advisory Group, LLC's DOCU Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 300 shares — an estimated $20.5K sold.

Innovative Advisory Group, LLC first reported a position in DOCU in Q4 2024 and held it in 5 quarters. The position peaked at $99K in Q4 2024. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 300 DocuSign shares in Q1 2026, an estimated $20.5K.
  • Innovative Advisory Group, LLC first reported a position in DocuSign in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's DocuSign position peaked at $99K in Q4 2024.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.