Valued Wealth Advisors’s DocuSign DOCU Stock Holding History

Valued 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 Q2	$578	Hold	13	–	–	﹤0.01%	834
2026 Q1	$617	Hold	13	–	–	﹤0.01%	659
2025 Q4	$890	Hold	13	–	–	﹤0.01%	480
2025 Q3	$938	Hold	13	–	–	﹤0.01%	464
2025 Q2	$1.01K	Hold	13	–	–	﹤0.01%	444
2025 Q1	$1.06K	Hold	13	–	–	﹤0.01%	478
2024 Q4	$1.17K	Hold	13	–	–	﹤0.01%	460
2024 Q3	$808	Hold	13	–	–	﹤0.01%	482
2024 Q2	$696	Hold	13	–	–	﹤0.01%	475
2024 Q1	$775	Hold	13	–	–	﹤0.01%	462
2023 Q4	$546	Buy	+13	New	+$596	﹤0.01%	427

Other funds holding DOCU

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Valued Wealth Advisors's DOCU Position: Q2 2026 in Review

Valued Wealth Advisors held its DocuSign (DOCU) position steady in Q2 2026 at 13 shares worth $578. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Valued Wealth Advisors first reported a position in DOCU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17K in Q4 2024. 144 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Valued Wealth Advisors held 13 shares of DocuSign worth $578 as of Q2 2026.
Valued Wealth Advisors left its DocuSign share count unchanged in Q2 2026.
DocuSign made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #834 holding.
Valued Wealth Advisors first reported a position in DocuSign in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's DocuSign position peaked at $1.17K in Q4 2024.
144 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.