OWP
DOCU

ORG Wealth Partners’s DocuSign DOCU Stock Holding History

ORG 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 		$44 Sell
1
-10
-91% -$469 ﹤0.01% 682
2026
Q1 		$521 Hold
11
– – ﹤0.01% 626
2025
Q4 		$752 Hold
11
– – ﹤0.01% 578
2025
Q3 		$792 Hold
11
– – ﹤0.01% 587
2025
Q2 		$850 Hold
11
– – ﹤0.01% 625
2025
Q1 		$908 Buy
11
+10
+1,000% +$876 ﹤0.01% 709
2024
Q4 		$89 Hold
1
– – ﹤0.01% 492
2024
Q3 		$62 Buy
+1
New +$56 ﹤0.01% 461

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

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

ORG Wealth Partners reduced its DocuSign (DOCU) stake by 91% in Q2 2026, selling an estimated $469 and leaving 1 share worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #682.

ORG Wealth Partners first reported a position in DOCU in Q3 2024 and has held it in 8 quarters since. The position peaked at $908 in Q1 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • ORG Wealth Partners held 1 share of DocuSign worth $44 as of Q2 2026.
  • ORG Wealth Partners sold 10 DocuSign shares in Q2 2026, an estimated $469.
  • DocuSign made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #682 holding.
  • ORG Wealth Partners first reported a position in DocuSign in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's DocuSign position peaked at $908 in Q1 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.