RWS
DOCU

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
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

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

Retirement Wealth Solutions's DOCU Position: Q2 2026 in Review

Retirement Wealth Solutions increased its DocuSign (DOCU) stake by 45% in Q2 2026, buying an estimated $797 and bringing the position to 55 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Retirement Wealth Solutions first reported a position in DOCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Retirement Wealth Solutions held 55 shares of DocuSign worth $2.44K as of Q2 2026.
  • Retirement Wealth Solutions bought 17 DocuSign shares in Q2 2026, an estimated $797.
  • DocuSign made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #485 holding.
  • Retirement Wealth Solutions first reported a position in DocuSign in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's DocuSign position peaked at $3.1K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.