PWAM
DOCU

Private Wealth Asset Management’s DocuSign DOCU Stock Holding History

Private Wealth Asset Management’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 		– Sell
-200
Closed -$9.48K – 942
2026
Q1 		$9.48K Buy
200
+198
+9,900% +$10.1K ﹤0.01% 710
2025
Q4 		$137 Hold
2
– – ﹤0.01% 1053
2025
Q3 		$144 Hold
2
– – ﹤0.01% 1040
2025
Q2 		$156 Hold
2
– – ﹤0.01% 1024
2025
Q1 		$163 Buy
+2
New +$175 ﹤0.01% 1114

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

Private Wealth Asset Management's DOCU Position: Q2 2026 in Review

Private Wealth Asset Management sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 200 shares — an estimated $9.48K sold.

Private Wealth Asset Management first reported a position in DOCU in Q1 2025 and held it in 5 quarters. The position peaked at $9.48K in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Private Wealth Asset Management reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 200 DocuSign shares in Q2 2026, an estimated $9.48K.
  • Private Wealth Asset Management first reported a position in DocuSign in Q1 2025 and held it in 5 quarters.
  • Private Wealth Asset Management's DocuSign position peaked at $9.48K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.