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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SHP Wealth Management's DOCU Position: Q1 2026 in Review

SHP Wealth Management increased its DocuSign (DOCU) stake by 74% in Q1 2026, buying an estimated $870 and bringing the position to 40 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

SHP Wealth Management first reported a position in DOCU in Q4 2025 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • SHP Wealth Management held 40 shares of DocuSign worth $1.9K as of Q1 2026.
  • SHP Wealth Management bought 17 DocuSign shares in Q1 2026, an estimated $870.
  • DocuSign made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1292 holding.
  • SHP Wealth Management first reported a position in DocuSign in Q4 2025 and has held it in 2 quarters since.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.