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
Q2 		$60.3K Buy
1,357
+418
+45% +$19.6K 0.01% 422
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 $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

True Wealth Design's DOCU Position: Q2 2026 in Review

True Wealth Design increased its DocuSign (DOCU) stake by 45% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,357 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #422.

True Wealth Design first reported a position in DOCU in Q4 2022 and has held it in 15 quarters since. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • True Wealth Design held 1,357 shares of DocuSign worth $60.3K as of Q2 2026.
  • True Wealth Design bought 418 DocuSign shares in Q2 2026, an estimated $19.6K.
  • DocuSign made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #422 holding.
  • True Wealth Design first reported a position in DocuSign in Q4 2022 and has held it in 15 quarters since.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.