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
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

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

Washington Trust Advisors's DOCU Position: Q2 2026 in Review

Washington Trust Advisors reduced its DocuSign (DOCU) stake by 85% in Q2 2026, selling an estimated $215K and leaving 820 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Washington Trust Advisors first reported a position in DOCU in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.8M in Q1 2022. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Washington Trust Advisors held 820 shares of DocuSign worth $36.4K as of Q2 2026.
  • Washington Trust Advisors sold 4,588 DocuSign shares in Q2 2026, an estimated $215K.
  • DocuSign made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #409 holding.
  • Washington Trust Advisors first reported a position in DocuSign in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's DocuSign position peaked at $3.8M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.