WealthTrust Axiom’s DocuSign DOCU Stock Holding History

WealthTrust Axiom’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	$3.78M	Buy	85,193 +26,113	+44%	+$1.22M	0.85%	30
2026 Q1	$2.8M	Buy	+59,080	New	+$3.02M	0.69%	35

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

WealthTrust Axiom's DOCU Position: Q2 2026 in Review

WealthTrust Axiom increased its DocuSign (DOCU) stake by 44% in Q2 2026, buying an estimated $1.22M and bringing the position to 85,193 shares worth $3.78M. The position accounts for 0.85% of the portfolio, ranked #30.

WealthTrust Axiom first reported a position in DOCU in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

WealthTrust Axiom held 85,193 shares of DocuSign worth $3.78M as of Q2 2026.
WealthTrust Axiom bought 26,113 DocuSign shares in Q2 2026, an estimated $1.22M.
DocuSign made up 0.85% of WealthTrust Axiom's portfolio in Q2 2026, its #30 holding.
WealthTrust Axiom first reported a position in DocuSign in Q1 2026 and has held it in 2 quarters since.
670 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.