TAFW
DOCU

Tred Avon Family Wealth’s DocuSign DOCU Stock Holding History

Tred Avon Family 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
Q2 		$303K Buy
6,814
+638
+10% +$29.9K 0.09% 229
2026
Q1 		$293K Buy
6,176
+215
+4% +$11K 0.1% 223
2025
Q4 		$408K Sell
5,961
-562
-9% -$38.9K 0.13% 178
2025
Q3 		$470K Buy
+6,523
New +$503K 0.16% 155

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

Tred Avon Family Wealth's DOCU Position: Q2 2026 in Review

Tred Avon Family Wealth increased its DocuSign (DOCU) stake by 10% in Q2 2026, buying an estimated $29.9K and bringing the position to 6,814 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #229.

Tred Avon Family Wealth first reported a position in DOCU in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Tred Avon Family Wealth held 6,814 shares of DocuSign worth $303K as of Q2 2026.
  • Tred Avon Family Wealth bought 638 DocuSign shares in Q2 2026, an estimated $29.9K.
  • DocuSign made up 0.09% of Tred Avon Family Wealth's portfolio in Q2 2026, its #229 holding.
  • Tred Avon Family Wealth first reported a position in DocuSign in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's DocuSign position peaked at $470K in Q3 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.