Selective Wealth Management’s DocuSign DOCU Stock Holding History

Selective Wealth Management’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 Q3	$5.21M	Sell	67,233 -486	-0.7%	-$28.9K	1.21%	15
2026 Q2	$3.57M	Sell	67,719 -1,601	-2%	-$75K	0.94%	15
2026 Q1	$3.25M	Buy	69,320 +28,489	+70%	+$1.46M	0.96%	16
2025 Q4	$2.44M	Sell	40,831 -1,616	-4%	-$112K	0.76%	20
2025 Q3	$2.97M	Sell	42,447 -2,226	-5%	-$172K	0.96%	15
2025 Q2	$3.56M	Sell	44,673 -1,622	-4%	-$131K	1.3%	15
2025 Q1	$3.44M	Sell	46,295 -1,455	-3%	-$127K	1.5%	15
2024 Q4	$4.3M	Sell	47,750 -6,099	-11%	-$487K	1.75%	13
2024 Q3	$3.6M	Sell	53,849 -7,030	-12%	-$394K	1.5%	14
2024 Q2	$3.16M	Sell	60,879 -2,001	-3%	-$113K	1.39%	15
2024 Q1	$3.73M	Sell	62,880 -4,669	-7%	-$264K	1.62%	15
2023 Q4	$3.71M	Sell	67,549 -11,568	-15%	-$531K	1.87%	16
2023 Q3	$3.28M	Sell	79,117 -8,347	-10%	-$409K	1.8%	17
2023 Q2	$4.47M	Buy	+87,464	New	+$4.63M	2.23%	12
2022 Q4	$5.3M	Sell	93,826 -23,520	-20%	-$1.14M	2.8%	8
2022 Q3	$6.27M	Sell	117,346 -13,858	-11%	-$869K	2.69%	10
2022 Q2	$7.53M	Sell	131,204 -3,142	-2%	-$254K	2.68%	9
2022 Q1	$14.4M	Buy	134,346 +52,885	+65%	+$6.07M	5.22%	3
2021 Q4	$12.4M	Buy	81,461 +51,164	+169%	+$11.7M	5.06%	2
2021 Q3	$7.8M	Buy	30,297 +29,647	+4,561%	+$8.54M	4.13%	6
2021 Q2	$182K	Buy	+650	New	+$145K	0.15%	74
2020 Q4	–	Sell	-722	Closed	-$155K	–	371
2020 Q3	$155K	Hold	722	–	–	0.12%	59
2020 Q2	$124K	Hold	722	–	–	0.1%	67
2020 Q1	$67K	Sell	722 -72,200	-99%	-$5.81M	0.1%	53
2019 Q4	$5.4M	Sell	72,922 -3,200	-4%	-$220K	6.54%	6
2019 Q3	$4.71M	Buy	+76,122	New	+$3.99M	6.48%	4
2019 Q2	–	Sell	-171,122	Closed	-$8.87M	–	41
2019 Q1	$8.87M	Buy	+171,122	New	+$8.73M	10.72%	2

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Selective Wealth Management's DOCU Position: Q3 2026 in Review

Selective Wealth Management reduced its DocuSign (DOCU) stake by 0.72% in Q3 2026, selling an estimated $28.9K and leaving 67,233 shares worth $5.21M. The position accounts for 1.21% of the portfolio, ranked #15.

Selective Wealth Management first reported a position in DOCU in Q1 2019 and has held it in 27 quarters since. The position peaked at $14.4M in Q1 2022. 215 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

Selective Wealth Management held 67,233 shares of DocuSign worth $5.21M as of Q3 2026.
Selective Wealth Management sold 486 DocuSign shares in Q3 2026, an estimated $28.9K.
DocuSign made up 1.21% of Selective Wealth Management's portfolio in Q3 2026, its #15 holding.
Selective Wealth Management first reported a position in DocuSign in Q1 2019 and has held it in 27 quarters since.
Selective Wealth Management's DocuSign position peaked at $14.4M in Q1 2022.
215 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.