WA
DOCU

Whipplewood Advisors’s DocuSign DOCU Stock Holding History

Whipplewood 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
-1,300
Closed -$61.6K – 761
2026
Q1 		$61.6K Hold
1,300
– – 0.03% 243
2025
Q4 		$88.9K Hold
1,300
– – 0.06% 164
2025
Q3 		$93.7K Hold
1,300
– – 0.06% 160
2025
Q2 		$101K Buy
+1,300
New +$105K 0.06% 232

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's DOCU Position: Q2 2026 in Review

Whipplewood Advisors sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 1,300 shares — an estimated $61.6K sold.

Whipplewood Advisors first reported a position in DOCU in Q2 2025 and held it in 4 quarters. The position peaked at $101K in Q2 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • Whipplewood Advisors reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,300 DocuSign shares in Q2 2026, an estimated $61.6K.
  • Whipplewood Advisors first reported a position in DocuSign in Q2 2025 and held it in 4 quarters.
  • Whipplewood Advisors's DocuSign position peaked at $101K in Q2 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.