SWM
DOCU

Spire Wealth Management’s DocuSign DOCU Stock Holding History

Spire 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 		$3.73K Sell
84
-8
-9% -$375 ﹤0.01% 1881
2026
Q1 		$4.36K Buy
92
+10
+12% +$512 ﹤0.01% 1870
2025
Q4 		$5.61K Buy
82
+2
+3% +$138 ﹤0.01% 1891
2025
Q3 		$5.77K Sell
80
-292
-78% -$22.5K ﹤0.01% 1925
2025
Q2 		$29K Sell
372
-832
-69% -$67.3K ﹤0.01% 1391
2025
Q1 		$98K Buy
1,204
+1,089
+947% +$95.4K ﹤0.01% 1045
2024
Q4 		$10.3K Hold
115
– – ﹤0.01% 1821
2024
Q3 		$7.14K Hold
115
– – ﹤0.01% 1735
2024
Q2 		$6.15K Sell
115
-1,220
-91% -$68.8K ﹤0.01% 1778
2024
Q1 		$79.5K Sell
1,335
-125
-9% -$7.06K ﹤0.01% 1064
2023
Q4 		$92.3K Sell
1,460
-1,531
-51% -$70.2K ﹤0.01% 1013
2023
Q3 		$126K Sell
2,991
-286
-9% -$14K ﹤0.01% 863
2023
Q2 		$167K Sell
3,277
-1,268
-28% -$67.2K 0.01% 778
2023
Q1 		$265K Buy
4,545
+1,708
+60% +$102K 0.01% 643
2022
Q4 		$157K Sell
2,837
-450
-14% -$21.9K 0.01% 610
2022
Q3 		$176K Sell
3,287
-302
-8% -$18.9K 0.01% 566
2022
Q2 		$206K Sell
3,589
-4,240
-54% -$343K 0.01% 760
2022
Q1 		$839K Sell
7,829
-7,161
-48% -$822K 0.02% 429
2021
Q4 		$2.49M Buy
14,990
+3,398
+29% +$775K 0.06% 276
2021
Q3 		$2.97M Buy
11,592
+3,773
+48% +$1.09M 0.08% 226
2021
Q2 		$2.33M Sell
7,819
-4,073
-34% -$911K 0.06% 269
2021
Q1 		$2.41M Buy
+11,892
New +$2.76M 0.06% 244

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its DocuSign (DOCU) stake by 8.7% in Q2 2026, selling an estimated $375 and leaving 84 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Spire Wealth Management first reported a position in DOCU in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.97M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Spire Wealth Management held 84 shares of DocuSign worth $3.73K as of Q2 2026.
  • Spire Wealth Management sold 8 DocuSign shares in Q2 2026, an estimated $375.
  • DocuSign made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1881 holding.
  • Spire Wealth Management first reported a position in DocuSign in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's DocuSign position peaked at $2.97M in Q3 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.