Advisor Resource Council’s DocuSign DOCU Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-3,420	Closed	-$271K	–	287
2025 Q1	$271K	Buy	+3,420	New	+$300K	0.02%	486
2024 Q1	–	Sell	-4,332	Closed	-$258K	–	307
2023 Q4	$258K	Buy	+4,332	New	+$199K	0.03%	381
2022 Q3	–	Sell	-6,963	Closed	-$400K	–	238
2022 Q2	$400K	Buy	6,963 +3,313	+91%	+$268K	0.04%	321
2022 Q1	$391K	Sell	3,650 -5,369	-60%	-$616K	0.12%	141
2021 Q4	$1.37M	Buy	9,019 +4,079	+83%	+$930K	0.11%	193
2021 Q3	$1.27M	Sell	4,940 -1,322	-21%	-$381K	0.39%	71
2021 Q2	$1.75M	Buy	+6,262	New	+$1.4M	0.18%	123

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's DOCU Position: Q2 2025 in Review

Advisor Resource Council sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 3,420 shares — an estimated $271K sold.

Advisor Resource Council first reported a position in DOCU in Q2 2021 and held it in 7 quarters. The position peaked at $1.75M in Q2 2021. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Advisor Resource Council reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,420 DocuSign shares in Q2 2025, an estimated $271K.
Advisor Resource Council first reported a position in DocuSign in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's DocuSign position peaked at $1.75M in Q2 2021.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.