Private Wealth Management Group’s DocuSign DOCU Stock Holding History

Private 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	$5.38K	Buy	121 +43	+55%	+$2.02K	﹤0.01%	823
2026 Q1	$3.7K	Sell	78 -48	-38%	-$2.46K	﹤0.01%	876
2025 Q4	$8.62K	Hold	126	–	–	﹤0.01%	556
2025 Q3	$9.08K	Hold	126	–	–	﹤0.01%	541
2025 Q2	$9.81K	Hold	126	–	–	﹤0.01%	497
2025 Q1	$10.3K	Hold	126	–	–	﹤0.01%	462
2024 Q4	$11.3K	Hold	126	–	–	﹤0.01%	433
2024 Q3	$7.82K	Buy	126 +27	+27%	+$1.51K	﹤0.01%	540
2024 Q2	$5.3K	Sell	99 -3	-3%	-$169	﹤0.01%	682
2024 Q1	$6.08K	Hold	102	–	–	﹤0.01%	562
2023 Q4	$6.06K	Buy	+102	New	+$4.68K	﹤0.01%	565

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

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

Private Wealth Management Group increased its DocuSign (DOCU) stake by 55% in Q2 2026, buying an estimated $2.02K and bringing the position to 121 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Private Wealth Management Group first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3K in Q4 2024. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Private Wealth Management Group held 121 shares of DocuSign worth $5.38K as of Q2 2026.
Private Wealth Management Group bought 43 DocuSign shares in Q2 2026, an estimated $2.02K.
DocuSign made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #823 holding.
Private Wealth Management Group first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's DocuSign position peaked at $11.3K in Q4 2024.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.