RWP
DOCU

RWA Wealth Partners’s DocuSign DOCU Stock Holding History

RWA Wealth 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
Q2 		$233K Sell
5,247
-3,073
-37% -$144K ﹤0.01% 612
2026
Q1 		$394K Sell
8,320
-4,863
-37% -$249K ﹤0.01% 492
2025
Q4 		$902K Sell
13,183
-2,542
-16% -$176K 0.01% 356
2025
Q3 		$1.13M Buy
+15,725
New +$1.21M 0.01% 332

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

RWA Wealth Partners's DOCU Position: Q2 2026 in Review

RWA Wealth Partners reduced its DocuSign (DOCU) stake by 37% in Q2 2026, selling an estimated $144K and leaving 5,247 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

RWA Wealth Partners first reported a position in DOCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • RWA Wealth Partners held 5,247 shares of DocuSign worth $233K as of Q2 2026.
  • RWA Wealth Partners sold 3,073 DocuSign shares in Q2 2026, an estimated $144K.
  • DocuSign made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #612 holding.
  • RWA Wealth Partners first reported a position in DocuSign in Q3 2025 and has held it in 4 quarters since.
  • RWA Wealth Partners's DocuSign position peaked at $1.13M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.