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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DOCU
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DOCU Position History
DocuSign, Inc. • Technology
Quarters held
5
Latest value
$8.2M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.5M |
| Q4 2025 | $2.2M |
| Q1 2026 | $3.3M |
| Q2 2026 | $5.1M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 131.6K | — | — |
| Q2 2026 | $5.1M | 116.5K | — | — |
| Q1 2026 | $3.3M | 76.1K | — | — |
| Q4 2025 | $2.2M | 34.1K | — | — |
| Q3 2025 | $12.5M | 178.2K | — | — |
Other funds holding DOCU
$396.7M
$323.7M
$279.1M
$279.1M
$273.8M
$263.9M