Wealth Enhancement Advisory Services’s DocuSign DOCU Stock Holding History

Wealth Enhancement Advisory Services’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	$5.08M	Buy	116,479 +40,424	+53%	+$1.89M	0.01%	992
2026 Q1	$3.34M	Buy	76,055 +41,968	+123%	+$2.15M	0.01%	1112
2025 Q4	$2.22M	Sell	34,087 -144,120	-81%	-$9.97M	﹤0.01%	1455
2025 Q3	$12.5M	Buy	178,207 +84,804	+91%	+$6.54M	0.02%	579
2025 Q2	$7.38M	Sell	93,403 -14,829	-14%	-$1.2M	0.01%	736
2025 Q1	$8.81M	Buy	108,232 +91,017	+529%	+$7.97M	0.02%	621
2024 Q4	$1.55M	Buy	17,215 +2,612	+18%	+$209K	﹤0.01%	1308
2024 Q3	$907K	Buy	14,603 +6,390	+78%	+$358K	﹤0.01%	1463
2024 Q2	$439K	Buy	8,213 +2,925	+55%	+$165K	﹤0.01%	1726
2024 Q1	$315K	Sell	5,288 -1,268	-19%	-$71.6K	﹤0.01%	1888
2023 Q4	$390K	Sell	6,556 -1,759	-21%	-$80.7K	﹤0.01%	1658
2023 Q3	$349K	Buy	+8,315	New	+$408K	﹤0.01%	1645

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's DOCU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its DocuSign (DOCU) stake by 53% in Q2 2026, buying an estimated $1.89M and bringing the position to 116,479 shares worth $5.08M. The position accounts for 0.01% of the portfolio, ranked #992.

Wealth Enhancement Advisory Services first reported a position in DOCU in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.5M in Q3 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

Wealth Enhancement Advisory Services held 116,479 shares of DocuSign worth $5.08M as of Q2 2026.
Wealth Enhancement Advisory Services bought 40,424 DocuSign shares in Q2 2026, an estimated $1.89M.
DocuSign made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #992 holding.
Wealth Enhancement Advisory Services first reported a position in DocuSign in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's DocuSign position peaked at $12.5M in Q3 2025.
674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.