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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
Q3 		$98.5K Buy
1,467
+110
+8% +$6.54K 0.02% 286
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

True Wealth Design's DOCU Position: Q3 2026 in Review

True Wealth Design increased its DocuSign (DOCU) stake by 8.1% in Q3 2026, buying an estimated $6.54K and bringing the position to 1,467 shares worth $98.5K. The position accounts for 0.02% of the portfolio, ranked #286.

True Wealth Design first reported a position in DOCU in Q4 2022 and has held it in 16 quarters since. 73 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • True Wealth Design held 1,467 shares of DocuSign worth $98.5K as of Q3 2026.
  • True Wealth Design bought 110 DocuSign shares in Q3 2026, an estimated $6.54K.
  • DocuSign made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #286 holding.
  • True Wealth Design first reported a position in DocuSign in Q4 2022 and has held it in 16 quarters since.
  • 73 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.