WTA
DOCU

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Washington Trust Advisors's DOCU Position: Q1 2026 in Review

Washington Trust Advisors reduced its DocuSign (DOCU) stake by 79% in Q1 2026, selling an estimated $1.04M and leaving 5,408 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #202.

Washington Trust Advisors first reported a position in DOCU in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.8M in Q1 2022. 703 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Washington Trust Advisors held 5,408 shares of DocuSign worth $256K as of Q1 2026.
  • Washington Trust Advisors sold 20,388 DocuSign shares in Q1 2026, an estimated $1.04M.
  • DocuSign made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #202 holding.
  • Washington Trust Advisors first reported a position in DocuSign in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's DocuSign position peaked at $3.8M in Q1 2022.
  • 703 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.