WPA
DOCU

Wealth Preservation Advisors’s DocuSign DOCU Stock Holding History

Wealth Preservation 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 		– Sell
-417
Closed -$19.8K – 317
2026
Q1 		$19.8K Buy
+417
New +$21.3K 0.02% 318

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

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

Wealth Preservation Advisors sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 417 shares — an estimated $19.8K sold.

Wealth Preservation Advisors first reported a position in DOCU in Q1 2026 and held it in 1 quarter. The position peaked at $19.8K in Q1 2026. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 417 DocuSign shares in Q2 2026, an estimated $19.8K.
  • Wealth Preservation Advisors first reported a position in DocuSign in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's DocuSign position peaked at $19.8K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

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