WWA
DOCU

WCG Wealth Advisors’s DocuSign DOCU Stock Holding History

WCG 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 		$770K Buy
17,337
+4,803
+38% +$225K 0.02% 438
2026
Q1 		$594K Buy
12,534
+1,450
+13% +$74.2K 0.02% 440
2025
Q4 		$758K Sell
11,084
-767
-6% -$53K 0.02% 395
2025
Q3 		$854K Buy
11,851
+1,504
+15% +$116K 0.05% 249
2025
Q2 		$806K Buy
10,347
+327
+3% +$26.5K 0.05% 249
2025
Q1 		$816K Buy
+10,020
New +$878K 0.06% 215
2024
Q1 		– Sell
-12,367
Closed -$735K – 270
2023
Q4 		$735K Buy
+12,367
New +$567K 0.05% 219

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

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

WCG Wealth Advisors increased its DocuSign (DOCU) stake by 38% in Q2 2026, buying an estimated $225K and bringing the position to 17,337 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #438.

WCG Wealth Advisors first reported a position in DOCU in Q4 2023 and has held it in 7 quarters since. The position peaked at $854K in Q3 2025. 672 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • WCG Wealth Advisors held 17,337 shares of DocuSign worth $770K as of Q2 2026.
  • WCG Wealth Advisors bought 4,803 DocuSign shares in Q2 2026, an estimated $225K.
  • DocuSign made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #438 holding.
  • WCG Wealth Advisors first reported a position in DocuSign in Q4 2023 and has held it in 7 quarters since.
  • WCG Wealth Advisors's DocuSign position peaked at $854K in Q3 2025.
  • 672 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.