AFWM
DOCU

Abich Financial Wealth Management’s DocuSign DOCU Stock Holding History

Abich Financial 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
2025
Q3 		$66.8K Buy
+926
New +$71.4K 0.02% 274
2024
Q3 		– Sell
-75
Closed -$4.01K – 502
2024
Q2 		$4.01K Buy
75
+19
+34% +$1.07K ﹤0.01% 368
2024
Q1 		$3.33K Buy
56
+34
+155% +$1.92K ﹤0.01% 327
2023
Q4 		$1.31K Buy
+22
New +$1.01K ﹤0.01% 361

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Abich Financial Wealth Management's DOCU Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in DocuSign (DOCU) in Q3 2025: 926 shares worth $66.8K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in DOCU as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in DOCU in Q4 2023 and has held it in 4 quarters since. 813 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Abich Financial Wealth Management held 926 shares of DocuSign worth $66.8K as of Q3 2025.
  • DocuSign was a new Abich Financial Wealth Management position in Q3 2025.
  • DocuSign made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #274 holding.
  • Abich Financial Wealth Management first reported a position in DocuSign in Q4 2023 and has held it in 4 quarters since.
  • 813 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.