RWM
DOCU

Rialto Wealth Management’s DocuSign DOCU Stock Holding History

Rialto Wealth 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 		$1.02K Hold
23
– – ﹤0.01% 1368
2026
Q1 		$1.09K Buy
23
+21
+1,050% +$1.07K ﹤0.01% 1072
2025
Q4 		$137 Sell
2
-10
-83% -$692 ﹤0.01% 1588
2025
Q3 		$866 Buy
12
+2
+20% +$154 ﹤0.01% 986
2025
Q2 		$779 Buy
+10
New +$809 ﹤0.01% 951

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

Rialto Wealth Management's DOCU Position: Q2 2026 in Review

Rialto Wealth Management held its DocuSign (DOCU) position steady in Q2 2026 at 23 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Rialto Wealth Management first reported a position in DOCU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09K in Q1 2026. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Rialto Wealth Management held 23 shares of DocuSign worth $1.02K as of Q2 2026.
  • Rialto Wealth Management left its DocuSign share count unchanged in Q2 2026.
  • DocuSign made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1368 holding.
  • Rialto Wealth Management first reported a position in DocuSign in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's DocuSign position peaked at $1.09K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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