UAG
DOCU

United Advisor Group’s DocuSign DOCU Stock Holding History

United Advisor Group’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 		– Sell
-3,726
Closed -$255K – 511
2025
Q4 		$255K Sell
3,726
-62
-2% -$4.29K 0.03% 415
2025
Q3 		$273K Sell
3,788
-156
-4% -$12K 0.04% 378
2025
Q2 		$307K Buy
3,944
+61
+2% +$4.93K 0.05% 311
2025
Q1 		$316K Buy
3,883
+403
+12% +$35.3K 0.06% 268
2024
Q4 		$313K Sell
3,480
-361
-9% -$28.8K 0.06% 288
2024
Q3 		$238K Sell
3,841
-292
-7% -$16.4K 0.05% 305
2024
Q2 		$221K Hold
4,133
– – 0.07% 245
2024
Q1 		$246K Buy
+4,133
New +$233K 0.09% 185

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

United Advisor Group's DOCU Position: Q1 2026 in Review

United Advisor Group sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,726 shares — an estimated $255K sold.

United Advisor Group first reported a position in DOCU in Q1 2024 and held it in 8 quarters. The position peaked at $316K in Q1 2025. 709 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • United Advisor Group reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 3,726 DocuSign shares in Q1 2026, an estimated $255K.
  • United Advisor Group first reported a position in DocuSign in Q1 2024 and held it in 8 quarters.
  • United Advisor Group's DocuSign position peaked at $316K in Q1 2025.
  • 709 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.