Principia Wealth Advisory’s DocuSign DOCU Stock Holding History

Principia Wealth Advisory’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	$2K	Buy	45 +26	+137%	+$1.22K	﹤0.01%	590
2026 Q1	$901	Buy	19 +5	+36%	+$256	﹤0.01%	730
2025 Q4	$958	Buy	14 +3	+27%	+$207	﹤0.01%	683
2025 Q3	$793	Sell	11 -2	-15%	-$154	﹤0.01%	706
2025 Q2	$1.01K	Buy	13 +3	+30%	+$243	﹤0.01%	570
2025 Q1	$786	Buy	10 +1	+11%	+$88	﹤0.01%	452
2024 Q4	$809	Buy	+9	New	+$719	﹤0.01%	411

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Principia Wealth Advisory's DOCU Position: Q2 2026 in Review

Principia Wealth Advisory increased its DocuSign (DOCU) stake by 137% in Q2 2026, buying an estimated $1.22K and bringing the position to 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Principia Wealth Advisory first reported a position in DOCU in Q4 2024 and has held it in 7 quarters since. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Principia Wealth Advisory held 45 shares of DocuSign worth $2K as of Q2 2026.
Principia Wealth Advisory bought 26 DocuSign shares in Q2 2026, an estimated $1.22K.
DocuSign made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #590 holding.
Principia Wealth Advisory first reported a position in DocuSign in Q4 2024 and has held it in 7 quarters since.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.