Washington Trust Advisors
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Washington Trust Advisors’s DocuSign DOCU Stock Holding History

Washington Trust 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
Q3 		– Sell
-820
Closed -$36.4K – 719
2026
Q2 		$36.4K Sell
820
-4,588
-85% -$215K ﹤0.01% 409
2026
Q1 		$256K Sell
5,408
-20,388
-79% -$1.04M 0.02% 202
2025
Q4 		$1.76M Buy
25,796
+196
+0.8% +$13.6K 0.13% 85
2025
Q3 		$1.85M Buy
25,600
+790
+3% +$60.9K 0.14% 80
2025
Q2 		$1.93M Buy
24,810
+7,797
+46% +$631K 0.16% 75
2025
Q1 		$1.38M Sell
17,013
-396
-2% -$34.7K 0.12% 82
2024
Q4 		$1.57M Sell
17,409
-870
-5% -$69.5K 0.13% 83
2024
Q3 		$1.13M Hold
18,279
– – 0.1% 95
2024
Q2 		$978K Sell
18,279
-1,225
-6% -$69.1K 0.09% 95
2024
Q1 		$1.16M Sell
19,504
-250
-1% -$14.1K 0.11% 86
2023
Q4 		$1.17M Sell
19,754
-6,699
-25% -$307K 0.11% 86
2023
Q3 		$1.11M Sell
26,453
-395
-1% -$19.4K 0.11% 84
2023
Q2 		$1.37M Buy
26,848
+495
+2% +$26.2K 0.13% 80
2023
Q1 		$1.54M Buy
26,353
+394
+2% +$23.5K 0.16% 74
2022
Q4 		$1.44M Sell
25,959
-7,191
-22% -$350K 0.16% 76
2022
Q3 		$1.77M Sell
33,150
-112
-0.3% -$7.02K 0.17% 81
2022
Q2 		$1.91M Sell
33,262
-2,187
-6% -$177K 0.17% 83
2022
Q1 		$3.8M Buy
35,449
+24,878
+235% +$2.86M 0.27% 71
2021
Q4 		$1.61M Buy
+10,571
New +$2.41M 0.11% 97

Other funds holding DOCU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Shearwater Capital
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
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Washington Trust Advisors's DOCU Position: Q3 2026 in Review

Washington Trust Advisors sold out of DocuSign (DOCU) in Q3 2026, closing a stake of 820 shares — an estimated $36.4K sold.

Washington Trust Advisors first reported a position in DOCU in Q4 2021 and held it in 19 quarters. The position peaked at $3.8M in Q1 2022. 136 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Washington Trust Advisors reported no remaining DocuSign position as of Q3 2026 after selling out during the quarter.
  • Washington Trust Advisors sold 820 DocuSign shares in Q3 2026, an estimated $36.4K.
  • Washington Trust Advisors first reported a position in DocuSign in Q4 2021 and held it in 19 quarters.
  • Washington Trust Advisors's DocuSign position peaked at $3.8M in Q1 2022.
  • 136 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.