SageView Advisory Group’s DocuSign DOCU Stock Holding History

SageView Advisory Group’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	–	Sell	-795	Closed	-$54.4K	–	1079
2025 Q4	$54.4K	Buy	+795	New	+$55K	﹤0.01%	1039

Other funds holding DOCU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's DOCU Position: Q1 2026 in Review

SageView Advisory Group sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 795 shares — an estimated $54.4K sold.

SageView Advisory Group first reported a position in DOCU in Q4 2025 and held it in 1 quarter. The position peaked at $54.4K in Q4 2025. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

SageView Advisory Group reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 795 DocuSign shares in Q1 2026, an estimated $54.4K.
SageView Advisory Group first reported a position in DocuSign in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's DocuSign position peaked at $54.4K in Q4 2025.
709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.