SWM
DOCU

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
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

Selective Wealth Management's DOCU Position: Q2 2026 in Review

Selective Wealth Management reduced its DocuSign (DOCU) stake by 2.3% in Q2 2026, selling an estimated $75K and leaving 67,719 shares worth $3.57M. The position accounts for 0.94% of the portfolio, ranked #15.

Selective Wealth Management first reported a position in DOCU in Q1 2019 and has held it in 26 quarters since. The position peaked at $14.4M in Q1 2022. 205 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Selective Wealth Management held 67,719 shares of DocuSign worth $3.57M as of Q2 2026.
  • Selective Wealth Management sold 1,601 DocuSign shares in Q2 2026, an estimated $75K.
  • DocuSign made up 0.94% of Selective Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Selective Wealth Management first reported a position in DocuSign in Q1 2019 and has held it in 26 quarters since.
  • Selective Wealth Management's DocuSign position peaked at $14.4M in Q1 2022.
  • 205 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.