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DOCU

Root Financial Partners’s DocuSign DOCU Stock Holding History

Root Financial Partners’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
Q1 		$1.85K Sell
39
-130
-77% -$6.65K ﹤0.01% 2349
2025
Q4 		$11.6K Buy
169
+5
+3% +$346 ﹤0.01% 1437
2025
Q3 		$11.8K Buy
+164
New +$12.6K ﹤0.01% 1381

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State Street
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AQR Capital Management
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Geode Capital Management
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Ameriprise
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return