Sagespring Wealth Partners’s DocuSign DOCU Stock Holding History

Sagespring 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	–	Sell	-6,047	Closed	-$287K	–	850
2026 Q1	$287K	Buy	+6,047	New	+$309K	0.01%	675

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Sagespring Wealth Partners sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 6,047 shares — an estimated $287K sold.

Sagespring Wealth Partners first reported a position in DOCU in Q1 2026 and held it in 1 quarter. The position peaked at $287K in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Sagespring Wealth Partners reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
Sagespring Wealth Partners sold 6,047 DocuSign shares in Q2 2026, an estimated $287K.
Sagespring Wealth Partners first reported a position in DocuSign in Q1 2026 and held it in 1 quarter.
Sagespring Wealth Partners's DocuSign position peaked at $287K in Q1 2026.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.