Back to DOCU
Selective Wealth Management, Inc. → DOCU
Selective Wealth Management, Inc. DOCU Position History
DocuSign, Inc. • Technology
Quarters held
4
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q1 2026 | $3.3M |
| Q2 2026 | $3.6M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 67.2K | — | — |
| Q2 2026 | $3.6M | 67.7K | — | — |
| Q1 2026 | $3.3M | 69.3K | — | — |
| Q4 2025 | $2.4M | 40.8K | — | — |
Other funds holding DOCU
$396.7M
$323.7M
$279.1M
$279.1M
$273.8M
$263.9M