SWM
DOCU

SHP Wealth Management’s DocuSign DOCU Stock Holding History

SHP 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 		$1.42K Sell
32
-8
-20% -$375 ﹤0.01% 1488
2026
Q1 		$1.9K Buy
40
+17
+74% +$870 ﹤0.01% 1292
2025
Q4 		$1.57K Buy
+23
New +$1.59K ﹤0.01% 1178

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its DocuSign (DOCU) stake by 20% in Q2 2026, selling an estimated $375 and leaving 32 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

SHP Wealth Management first reported a position in DOCU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.9K in Q1 2026. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • SHP Wealth Management held 32 shares of DocuSign worth $1.42K as of Q2 2026.
  • SHP Wealth Management sold 8 DocuSign shares in Q2 2026, an estimated $375.
  • DocuSign made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1488 holding.
  • SHP Wealth Management first reported a position in DocuSign in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's DocuSign position peaked at $1.9K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.