TPCW
DOCU

TD Private Client Wealth’s DocuSign DOCU Stock Holding History

TD Private Client Wealth’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 		$522 Sell
11
-12
-52% -$614 ﹤0.01% 1485
2025
Q4 		$1.57K Sell
23
-194
-89% -$13.4K ﹤0.01% 1306
2025
Q3 		$15.6K Sell
217
-1
-0.5% -$77 ﹤0.01% 1016
2025
Q2 		$17K Buy
218
+11
+5% +$890 ﹤0.01% 1012
2025
Q1 		$16.9K Buy
207
+3
+1% +$263 ﹤0.01% 958
2024
Q4 		$18.3K Hold
204
– – ﹤0.01% 987
2024
Q3 		$12.7K Buy
+204
New +$11.4K ﹤0.01% 1031
2022
Q4 		– Sell
-30
Closed -$1.6K – 1223
2022
Q3 		$1.6K Sell
30
-28
-48% -$1.75K ﹤0.01% 1125
2022
Q2 		$3.33K Sell
58
-31
-35% -$2.51K ﹤0.01% 1097
2022
Q1 		$9.53K Sell
89
-321
-78% -$36.8K ﹤0.01% 1043
2021
Q4 		$62.4K Sell
410
-8
-2% -$1.82K ﹤0.01% 711
2021
Q3 		$108K Sell
418
-33
-7% -$9.51K ﹤0.01% 626
2021
Q2 		$126K Sell
451
-132
-23% -$29.5K 0.01% 586
2021
Q1 		$118K Sell
583
-12,118
-95% -$2.81M 0.01% 577
2020
Q4 		$2.82M Buy
12,701
+1,444
+13% +$324K 0.14% 154
2020
Q3 		$2.42M Sell
11,257
-8,880
-44% -$1.84M 0.14% 165
2020
Q2 		$3.47M Sell
20,137
-1,240
-6% -$156K 0.2% 111
2020
Q1 		$1.98M Buy
21,377
+894
+4% +$71.9K 0.14% 149
2019
Q4 		$1.52M Buy
+20,483
New +$1.41M 0.09% 210

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

TD Private Client Wealth's DOCU Position: Q1 2026 in Review

TD Private Client Wealth reduced its DocuSign (DOCU) stake by 52% in Q1 2026, selling an estimated $614 and leaving 11 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

TD Private Client Wealth first reported a position in DOCU in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.47M in Q2 2020. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • TD Private Client Wealth held 11 shares of DocuSign worth $522 as of Q1 2026.
  • TD Private Client Wealth sold 12 DocuSign shares in Q1 2026, an estimated $614.
  • DocuSign made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1485 holding.
  • TD Private Client Wealth first reported a position in DocuSign in Q4 2019 and has held it in 19 quarters since.
  • TD Private Client Wealth's DocuSign position peaked at $3.47M in Q2 2020.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.