Physician Wealth Advisors’s DocuSign DOCU Stock Holding History

Physician Wealth Advisors’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 Q3	$7.52K	Buy	112 +50	+81%	+$2.97K	﹤0.01%	987
2026 Q2	$2.76K	Sell	62 -98	-61%	-$4.59K	﹤0.01%	1367
2026 Q1	$7.59K	Buy	160 +142	+789%	+$7.26K	﹤0.01%	879
2025 Q4	$1.23K	Buy	18 +12	+200%	+$830	﹤0.01%	1510
2025 Q3	$433	Buy	+6	New	+$462	﹤0.01%	1853
2025 Q2	–	Sell	-13	Closed	-$1.06K	–	1860
2025 Q1	$1.06K	Buy	+13	New	+$1.14K	﹤0.01%	1017

Other funds holding DOCU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Physician Wealth Advisors's DOCU Position: Q3 2026 in Review

Physician Wealth Advisors increased its DocuSign (DOCU) stake by 81% in Q3 2026, buying an estimated $2.97K and bringing the position to 112 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Physician Wealth Advisors first reported a position in DOCU in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.59K in Q1 2026. 378 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Physician Wealth Advisors held 112 shares of DocuSign worth $7.52K as of Q3 2026.
Physician Wealth Advisors bought 50 DocuSign shares in Q3 2026, an estimated $2.97K.
DocuSign made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #987 holding.
Physician Wealth Advisors first reported a position in DocuSign in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's DocuSign position peaked at $7.59K in Q1 2026.
378 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.