TWPM
DOCU

Total Wealth Planning & Management’s DocuSign DOCU Stock Holding History

Total Wealth Planning & 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 		– Sell
-4,223
Closed -$289K – 217
2025
Q4 		$289K Buy
+4,223
New +$292K 0.21% 166
2025
Q2 		$247K Buy
3,170
+146
+5% +$11.8K 0.2% 178
2025
Q1 		$246K Sell
3,024
-448
-13% -$39.2K 0.23% 157
2024
Q4 		$312K Buy
+3,472
New +$277K 0.28% 124

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

Total Wealth Planning & Management's DOCU Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 4,223 shares — an estimated $289K sold.

Total Wealth Planning & Management first reported a position in DOCU in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q4 2024. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 4,223 DocuSign shares in Q1 2026, an estimated $289K.
  • Total Wealth Planning & Management first reported a position in DocuSign in Q4 2024 and held it in 4 quarters.
  • Total Wealth Planning & Management's DocuSign position peaked at $312K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.