RWB
DOCU

RMR Wealth Builders’s DocuSign DOCU Stock Holding History

RMR Wealth Builders’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 		$405K Sell
9,108
-34
-0.4% -$1.59K 0.03% 217
2026
Q1 		$433K Hold
9,142
– – 0.03% 190
2025
Q4 		$625K Hold
9,142
– – 0.05% 154
2025
Q3 		$659K Buy
9,142
+34
+0.4% +$2.62K 0.06% 145
2025
Q2 		$709K Hold
9,108
– – 0.06% 142
2025
Q1 		$741K Hold
9,108
– – 0.08% 125
2024
Q4 		$819K Hold
9,108
– – 0.08% 122
2024
Q3 		$566K Sell
9,108
-67
-0.7% -$3.75K 0.06% 143
2024
Q2 		$491K Hold
9,175
– – 0.06% 152
2024
Q1 		$546K Sell
9,175
-71
-0.8% -$4.01K 0.07% 145
2023
Q4 		$550K Buy
9,246
+21
+0.2% +$963 0.08% 135
2023
Q3 		$387K Sell
9,225
-340
-4% -$16.7K 0.06% 160
2023
Q2 		$489K Buy
9,565
+1,393
+17% +$73.8K 0.08% 117
2023
Q1 		$476K Hold
8,172
– – 0.09% 111
2022
Q4 		$453K Sell
8,172
-400
-5% -$19.5K 0.1% 104
2022
Q3 		$458K Buy
+8,572
New +$537K 0.11% 99
2022
Q2 		– Sell
-2,070
Closed -$222K – 200
2022
Q1 		$222K Buy
+2,070
New +$238K 0.05% 188
2021
Q4 		– Sell
-1,454
Closed -$374K – 145
2021
Q3 		$374K Buy
1,454
+33
+2% +$9.51K 0.11% 117
2021
Q2 		$397K Sell
1,421
-968
-41% -$216K 0.13% 112
2021
Q1 		$484K Buy
2,389
+1,047
+78% +$243K 0.13% 100
2020
Q4 		$298K Sell
1,342
-1,258
-48% -$283K 0.15% 109
2020
Q3 		$560K Buy
2,600
+1,289
+98% +$268K 0.15% 108
2020
Q2 		$226K Buy
+1,311
New +$165K 0.2% 103

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

RMR Wealth Builders's DOCU Position: Q2 2026 in Review

RMR Wealth Builders reduced its DocuSign (DOCU) stake by 0.37% in Q2 2026, selling an estimated $1.59K and leaving 9,108 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #217.

RMR Wealth Builders first reported a position in DOCU in Q2 2020 and has held it in 23 quarters since. The position peaked at $819K in Q4 2024. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • RMR Wealth Builders held 9,108 shares of DocuSign worth $405K as of Q2 2026.
  • RMR Wealth Builders sold 34 DocuSign shares in Q2 2026, an estimated $1.59K.
  • DocuSign made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #217 holding.
  • RMR Wealth Builders first reported a position in DocuSign in Q2 2020 and has held it in 23 quarters since.
  • RMR Wealth Builders's DocuSign position peaked at $819K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.