Wealth Enhancement Advisory Services
DOCU icon

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
Q3 		$8.23M Buy
131,601
+15,122
+13% +$899K 0.01% 813
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% -$10M ﹤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

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
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
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's DOCU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its DocuSign (DOCU) stake by 13% in Q3 2026, buying an estimated $899K and bringing the position to 131,601 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #813.

Wealth Enhancement Advisory Services first reported a position in DOCU in Q3 2023 and has held it in 13 quarters since. The position peaked at $12.5M in Q3 2025. 154 funds tracked by Wall St. Rank hold DOCU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 131,601 shares of DocuSign worth $8.23M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 15,122 DocuSign shares in Q3 2026, an estimated $899K.
  • DocuSign made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #813 holding.
  • Wealth Enhancement Advisory Services first reported a position in DocuSign in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's DocuSign position peaked at $12.5M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held DocuSign as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.