Retirement Wealth Solutions
DOCU icon

Retirement Wealth Solutions’s DocuSign DOCU Stock Holding History

Retirement Wealth Solutions’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
Q3 		$4.1K Buy
61
+6
+11% +$357 ﹤0.01% 423
2026
Q2 		$2.44K Buy
55
+17
+45% +$797 ﹤0.01% 485
2026
Q1 		$1.8K Buy
38
+14
+58% +$716 ﹤0.01% 522
2025
Q4 		$1.64K Sell
24
-19
-44% -$1.31K ﹤0.01% 495
2025
Q3 		$3.1K Buy
+43
New +$3.31K ﹤0.01% 382

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Shearwater Capital
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Retirement Wealth Solutions's DOCU Position: Q3 2026 in Review

Retirement Wealth Solutions increased its DocuSign (DOCU) stake by 11% in Q3 2026, buying an estimated $357 and bringing the position to 61 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Retirement Wealth Solutions first reported a position in DOCU in Q3 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Retirement Wealth Solutions held 61 shares of DocuSign worth $4.1K as of Q3 2026.
  • Retirement Wealth Solutions bought 6 DocuSign shares in Q3 2026, an estimated $357.
  • DocuSign made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #423 holding.
  • Retirement Wealth Solutions first reported a position in DocuSign in Q3 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.