U.S. Capital Wealth Advisors’s DocuSign DOCU Stock Holding History

U.S. Capital Wealth Advisors’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	$210K	Buy	4,423 +834	+23%	+$42.7K	0.01%	944
2025 Q4	$245K	Buy	3,589 +541	+18%	+$37.4K	0.01%	866
2025 Q3	$220K	Buy	3,048 +37	+1%	+$2.85K	0.01%	872
2025 Q2	$235K	Sell	3,011 -11,902	-80%	-$963K	0.01%	790
2025 Q1	$1.21M	Sell	14,913 -44	-0.3%	-$3.85K	0.04%	383
2024 Q4	$1.35M	Buy	14,957 +38	+0.3%	+$3.03K	0.04%	378
2024 Q3	$926K	Sell	14,919 -134	-0.9%	-$7.51K	0.03%	361
2024 Q2	$805K	Sell	15,053 -400	-3%	-$22.6K	0.03%	371
2024 Q1	$920K	Buy	15,453 +1,900	+14%	+$107K	0.04%	357
2023 Q4	$806K	Sell	13,553 -597	-4%	-$27.4K	0.03%	367
2023 Q3	$594K	Buy	14,150 +3,871	+38%	+$190K	0.03%	401
2023 Q2	$525K	Buy	10,279 +648	+7%	+$34.3K	0.02%	434
2023 Q1	$561K	Buy	9,631 +602	+7%	+$35.9K	0.03%	406
2022 Q4	$500K	Sell	9,029 -349	-4%	-$17K	0.02%	450
2022 Q3	$501K	Sell	9,378 -2,710	-22%	-$170K	0.03%	440
2022 Q2	$694K	Sell	12,088 -1,670	-12%	-$135K	0.03%	410
2022 Q1	$1.47M	Buy	13,758 +767	+6%	+$88K	0.05%	325
2021 Q4	$1.98M	Buy	12,991 +5,197	+67%	+$1.18M	0.08%	262
2021 Q3	$2.01M	Buy	+7,794	New	+$2.25M	0.09%	246

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's DOCU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its DocuSign (DOCU) stake by 23% in Q1 2026, buying an estimated $42.7K and bringing the position to 4,423 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #944.

U.S. Capital Wealth Advisors first reported a position in DOCU in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q3 2021. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

U.S. Capital Wealth Advisors held 4,423 shares of DocuSign worth $210K as of Q1 2026.
U.S. Capital Wealth Advisors bought 834 DocuSign shares in Q1 2026, an estimated $42.7K.
DocuSign made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #944 holding.
U.S. Capital Wealth Advisors first reported a position in DocuSign in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's DocuSign position peaked at $2.01M in Q3 2021.
707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.