PWMG
DOCU

Prestige Wealth Management Group’s DocuSign DOCU Stock Holding History

Prestige Wealth Management Group’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 		$223 Buy
5
+3
+150% +$141 ﹤0.01% 1084
2026
Q1 		$95 Buy
+2
New +$102 ﹤0.01% 1108
2025
Q2 		– Sell
-8
Closed -$652 – 1028
2025
Q1 		$652 Hold
8
– – ﹤0.01% 909
2024
Q4 		$720 Buy
+8
New +$639 ﹤0.01% 929
2022
Q1 		– Sell
-100
Closed -$15K – 991
2021
Q4 		$15K Sell
100
-100
-50% -$22.8K ﹤0.01% 418
2021
Q3 		$51K Buy
200
+100
+100% +$28.8K 0.01% 256
2021
Q2 		$28K Hold
100
– – 0.01% 309
2021
Q1 		$20K Sell
100
-985
-91% -$228K 0.01% 359
2020
Q4 		$241K Buy
1,085
+118
+12% +$26.5K 0.07% 113
2020
Q3 		$208K Buy
+967
New +$201K 0.06% 115

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

Prestige Wealth Management Group's DOCU Position: Q2 2026 in Review

Prestige Wealth Management Group increased its DocuSign (DOCU) stake by 150% in Q2 2026, buying an estimated $141 and bringing the position to 5 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Prestige Wealth Management Group first reported a position in DOCU in Q3 2020 and has held it in 10 quarters since. The position peaked at $241K in Q4 2020. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Prestige Wealth Management Group held 5 shares of DocuSign worth $223 as of Q2 2026.
  • Prestige Wealth Management Group bought 3 DocuSign shares in Q2 2026, an estimated $141.
  • DocuSign made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1084 holding.
  • Prestige Wealth Management Group first reported a position in DocuSign in Q3 2020 and has held it in 10 quarters since.
  • Prestige Wealth Management Group's DocuSign position peaked at $241K in Q4 2020.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.