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 Q2	$2.75K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

Physician Wealth Advisors's DOCU Position: Q2 2026 in Review

Physician Wealth Advisors reduced its DocuSign (DOCU) stake by 61% in Q2 2026, selling an estimated $4.59K and leaving 62 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Physician Wealth Advisors first reported a position in DOCU in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.59K in Q1 2026. 243 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Physician Wealth Advisors held 62 shares of DocuSign worth $2.75K as of Q2 2026.
Physician Wealth Advisors sold 98 DocuSign shares in Q2 2026, an estimated $4.59K.
DocuSign made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1367 holding.
Physician Wealth Advisors first reported a position in DocuSign in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's DocuSign position peaked at $7.59K in Q1 2026.
243 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.