WWM
DOCU

Western Wealth Management’s DocuSign DOCU Stock Holding History

Western Wealth Management’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
Q1 		– Sell
-5,601
Closed -$383K – 964
2025
Q4 		$383K Sell
5,601
-111
-2% -$7.68K 0.02% 591
2025
Q3 		$412K Sell
5,712
-200
-3% -$15.4K 0.02% 493
2025
Q2 		$460K Buy
5,912
+25
+0.4% +$2.02K 0.03% 430
2025
Q1 		$479K Sell
5,887
-111
-2% -$9.72K 0.03% 405
2024
Q4 		$539K Buy
5,998
+470
+9% +$37.5K 0.03% 438
2024
Q3 		$343K Sell
5,528
-60
-1% -$3.36K 0.02% 558
2024
Q2 		$299K Sell
5,588
-157
-3% -$8.86K 0.02% 501
2024
Q1 		$342K Sell
5,745
-52
-0.9% -$2.94K 0.03% 466
2023
Q4 		$345K Sell
5,797
-130
-2% -$5.96K 0.02% 517
2023
Q3 		$249K Buy
5,927
+155
+3% +$7.6K 0.02% 554
2023
Q2 		$295K Sell
5,772
-25
-0.4% -$1.32K 0.03% 508
2023
Q1 		$338K Sell
5,797
-50
-0.9% -$2.98K 0.03% 469
2022
Q4 		$324K Sell
5,847
-6,074
-51% -$296K 0.03% 446
2022
Q3 		$631K Sell
11,921
-2
-0% -$125 0.04% 410
2022
Q2 		$680K Sell
11,923
-640
-5% -$51.8K 0.04% 394
2022
Q1 		$1.35M Buy
12,563
+5,949
+90% +$683K 0.07% 278
2021
Q4 		$1.01M Buy
+6,614
New +$1.51M 0.1% 193
2021
Q2 		$2.01M Sell
7,177
-393
-5% -$87.9K 0.21% 112
2021
Q1 		$1.53M Buy
7,570
+6,377
+535% +$1.48M 0.21% 115
2020
Q4 		$265K Buy
1,193
+119
+11% +$26.7K 0.04% 378
2020
Q3 		$231K Buy
+1,074
New +$223K 0.04% 383

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Western Wealth Management's DOCU Position: Q1 2026 in Review

Western Wealth Management sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 5,601 shares — an estimated $383K sold.

Western Wealth Management first reported a position in DOCU in Q3 2020 and held it in 21 quarters. The position peaked at $2.01M in Q2 2021. 708 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Western Wealth Management reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 5,601 DocuSign shares in Q1 2026, an estimated $383K.
  • Western Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 21 quarters.
  • Western Wealth Management's DocuSign position peaked at $2.01M in Q2 2021.
  • 708 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.