UCFA
DOCU

United Capital Financial Advisors’s DocuSign DOCU Stock Holding History

United Capital Financial 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
Q2 		$690K Sell
15,530
-1,526
-9% -$71.5K ﹤0.01% 965
2026
Q1 		$809K Buy
17,056
+11,172
+190% +$572K 0.01% 841
2025
Q4 		$402K Buy
5,884
+1,806
+44% +$125K ﹤0.01% 1053
2025
Q3 		$294K Buy
4,078
+1,353
+50% +$104K ﹤0.01% 1022
2025
Q2 		$212K Sell
2,725
-125
-4% -$10.1K ﹤0.01% 1029
2025
Q1 		$232K Sell
2,850
-214
-7% -$18.7K ﹤0.01% 962
2024
Q4 		$276K Sell
3,064
-289
-9% -$23.1K ﹤0.01% 910
2024
Q3 		$208K Buy
+3,353
New +$188K ﹤0.01% 1001
2024
Q2 		– Sell
-3,785
Closed -$225K – 1055
2024
Q1 		$225K Buy
+3,785
New +$214K ﹤0.01% 982
2022
Q3 		– Sell
-3,875
Closed -$222K – 1098
2022
Q2 		$222K Sell
3,875
-315
-8% -$25.5K ﹤0.01% 1025
2022
Q1 		$449K Sell
4,190
-1,403
-25% -$161K ﹤0.01% 865
2021
Q4 		$852K Sell
5,593
-13,373
-71% -$3.05M ﹤0.01% 718
2021
Q3 		$4.88M Buy
18,966
+2,948
+18% +$849K 0.02% 379
2021
Q2 		$4.48M Buy
16,018
+8,524
+114% +$1.91M 0.02% 388
2021
Q1 		$1.52M Buy
7,494
+1,671
+29% +$387K 0.01% 565
2020
Q4 		$1.29M Buy
5,823
+581
+11% +$131K 0.01% 612
2020
Q3 		$1.13M Buy
5,242
+1,099
+27% +$228K 0.01% 627
2020
Q2 		$713K Buy
+4,143
New +$522K 0.01% 755

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

United Capital Financial Advisors's DOCU Position: Q2 2026 in Review

United Capital Financial Advisors reduced its DocuSign (DOCU) stake by 8.9% in Q2 2026, selling an estimated $71.5K and leaving 15,530 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

United Capital Financial Advisors first reported a position in DOCU in Q2 2020 and has held it in 18 quarters since. The position peaked at $4.88M in Q3 2021. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • United Capital Financial Advisors held 15,530 shares of DocuSign worth $690K as of Q2 2026.
  • United Capital Financial Advisors sold 1,526 DocuSign shares in Q2 2026, an estimated $71.5K.
  • DocuSign made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #965 holding.
  • United Capital Financial Advisors first reported a position in DocuSign in Q2 2020 and has held it in 18 quarters since.
  • United Capital Financial Advisors's DocuSign position peaked at $4.88M in Q3 2021.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.