TWD
DOCU

True Wealth Design’s DocuSign DOCU Stock Holding History

True Wealth Design’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 		$44.5K Buy
939
+506
+117% +$25.9K 0.01% 438
2025
Q4 		$29.6K Buy
433
+222
+105% +$15.4K 0.01% 481
2025
Q3 		$15.2K Buy
211
+138
+189% +$10.6K ﹤0.01% 702
2025
Q2 		$5.69K Buy
73
+10
+16% +$809 ﹤0.01% 756
2025
Q1 		$5.13K Buy
63
+55
+688% +$4.82K ﹤0.01% 682
2024
Q4 		$720 Sell
8
-1
-11% -$80 ﹤0.01% 1021
2024
Q3 		$559 Sell
9
-2
-18% -$112 ﹤0.01% 1085
2024
Q2 		$589 Buy
11
+8
+267% +$451 ﹤0.01% 625
2024
Q1 		$179 Buy
3
+1
+50% +$56 ﹤0.01% 747
2023
Q4 		$119 Hold
2
– – ﹤0.01% 732
2023
Q3 		$84 Buy
2
+1
+100% +$49 ﹤0.01% 723
2023
Q2 		$52 Sell
1
-60
-98% -$3.18K ﹤0.01% 754
2023
Q1 		$3.56K Hold
61
– – ﹤0.01% 292
2022
Q4 		$3.38K Buy
+61
New +$2.97K ﹤0.01% 272

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T 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 $431B 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