Obermeyer Wealth Partners’s DocuSign DOCU Stock Holding History

Obermeyer Wealth Partners’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	$222K	Hold	5,000	–	–	0.01%	287
2026 Q1	$237K	Hold	5,000	–	–	0.01%	270
2025 Q4	$342K	Hold	5,000	–	–	0.02%	220
2025 Q3	$360K	Hold	5,000	–	–	0.02%	206
2025 Q2	$389K	Hold	5,000	–	–	0.02%	186
2025 Q1	$407K	Hold	5,000	–	–	0.02%	171
2024 Q4	$450K	Hold	5,000	–	–	0.02%	164
2024 Q3	$310K	Hold	5,000	–	–	0.02%	202
2024 Q2	$268K	Hold	5,000	–	–	0.02%	201
2024 Q1	$298K	Hold	5,000	–	–	0.02%	191
2023 Q4	$297K	Hold	5,000	–	–	0.02%	174
2023 Q3	$210K	Hold	5,000	–	–	0.02%	204
2023 Q2	$255K	Sell	5,000 -153	-3%	-$8.1K	0.02%	178
2023 Q1	$300K	Hold	5,153	–	–	0.02%	160
2022 Q4	$286K	Sell	5,153 -246	-5%	-$12K	0.02%	168
2022 Q3	$289K	Buy	5,399 +29	+0.5%	+$1.82K	0.02%	153
2022 Q2	$308K	Sell	5,370 -160,485	-97%	-$13M	0.02%	144
2022 Q1	$17.8M	Buy	165,855 +2,591	+2%	+$297K	1.06%	30
2021 Q4	$24.9M	Buy	163,264 +3,891	+2%	+$887K	1.33%	30
2021 Q3	$41M	Buy	159,373 +75,176	+89%	+$21.7M	2.27%	27
2021 Q2	$23.5M	Buy	84,197 +6,325	+8%	+$1.41M	1.31%	33
2021 Q1	$15.8M	Buy	77,872 +1,821	+2%	+$422K	0.97%	33
2020 Q4	$16.9M	Buy	76,051 +51	+0.1%	+$11.5K	1.12%	33
2020 Q3	$16.4M	Buy	76,000 +1,926	+3%	+$400K	1.23%	31
2020 Q2	$12.8M	Buy	+74,074	New	+$9.34M	1.08%	30

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Obermeyer Wealth Partners's DOCU Position: Q2 2026 in Review

Obermeyer Wealth Partners held its DocuSign (DOCU) position steady in Q2 2026 at 5,000 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #287.

Obermeyer Wealth Partners first reported a position in DOCU in Q2 2020 and has held it in 25 quarters since. The position peaked at $41M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Obermeyer Wealth Partners held 5,000 shares of DocuSign worth $222K as of Q2 2026.
Obermeyer Wealth Partners left its DocuSign share count unchanged in Q2 2026.
DocuSign made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #287 holding.
Obermeyer Wealth Partners first reported a position in DocuSign in Q2 2020 and has held it in 25 quarters since.
Obermeyer Wealth Partners's DocuSign position peaked at $41M in Q3 2021.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.