PWPS
DOCU

Pinnacle Wealth Planning Services’s DocuSign DOCU Stock Holding History

Pinnacle Wealth Planning Services’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 		$15.1K Sell
340
-439
-56% -$20.6K ﹤0.01% 1905
2026
Q1 		$36.9K Buy
779
+108
+16% +$5.53K ﹤0.01% 1361
2025
Q4 		$45.9K Buy
+671
New +$46.4K ﹤0.01% 1253
2021
Q1 		– Sell
-63
Closed -$14K – 783
2020
Q4 		$14K Buy
+63
New +$14.2K ﹤0.01% 1281

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

Pinnacle Wealth Planning Services's DOCU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its DocuSign (DOCU) stake by 56% in Q2 2026, selling an estimated $20.6K and leaving 340 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Pinnacle Wealth Planning Services first reported a position in DOCU in Q4 2020 and has held it in 4 quarters since. The position peaked at $45.9K in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 340 shares of DocuSign worth $15.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 439 DocuSign shares in Q2 2026, an estimated $20.6K.
  • DocuSign made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1905 holding.
  • Pinnacle Wealth Planning Services first reported a position in DocuSign in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's DocuSign position peaked at $45.9K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.