AWM
DOCU

AE Wealth Management’s DocuSign DOCU Stock Holding History

AE 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
Q4 		– Sell
-3,838
Closed -$277K – 2476
2025
Q3 		$277K Buy
3,838
+899
+31% +$69.3K ﹤0.01% 1223
2025
Q2 		$229K Buy
+2,939
New +$238K ﹤0.01% 1241
2024
Q1 		– Sell
-13,145
Closed -$823K – 1354
2023
Q4 		$823K Sell
13,145
-2,257
-15% -$104K ﹤0.01% 1226
2023
Q3 		$647K Buy
15,402
+703
+5% +$34.5K ﹤0.01% 1260
2023
Q2 		$751K Buy
14,699
+7,068
+93% +$374K ﹤0.01% 1203
2023
Q1 		$445K Sell
7,631
-18,317
-71% -$1.09M ﹤0.01% 1398
2022
Q4 		$1.44M Sell
25,948
-6,814
-21% -$332K 0.01% 860
2022
Q3 		$1.75M Sell
32,762
-2,243
-6% -$141K 0.01% 745
2022
Q2 		$2.01M Sell
35,005
-1,582
-4% -$128K 0.02% 667
2022
Q1 		$3.92M Sell
36,587
-9,140
-20% -$1.05M 0.03% 515
2021
Q4 		$6.96M Buy
45,727
+26,674
+140% +$6.08M 0.05% 354
2021
Q3 		$4.91M Buy
19,053
+1,543
+9% +$445K 0.04% 386
2021
Q2 		$4.89M Sell
17,510
-1,943
-10% -$434K 0.04% 371
2021
Q1 		$3.94M Sell
19,453
-2,799
-13% -$649K 0.04% 370
2020
Q4 		$4.95M Buy
22,252
+1,875
+9% +$421K 0.06% 276
2020
Q3 		$4.39M Buy
20,377
+10,836
+114% +$2.25M 0.06% 256
2020
Q2 		$1.64M Buy
9,541
+1,550
+19% +$195K 0.03% 467
2020
Q1 		$738K Sell
7,991
-279
-3% -$22.4K 0.02% 561
2019
Q4 		$613K Buy
8,270
+626
+8% +$43K 0.01% 668
2019
Q3 		$473K Buy
7,644
+766
+11% +$40.1K 0.01% 630
2019
Q2 		$342K Buy
+6,878
New +$367K 0.01% 705

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AE Wealth Management's DOCU Position: Q4 2025 in Review

AE Wealth Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,838 shares — an estimated $277K sold.

AE Wealth Management first reported a position in DOCU in Q2 2019 and held it in 21 quarters. The position peaked at $6.96M in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • AE Wealth Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 3,838 DocuSign shares in Q4 2025, an estimated $277K.
  • AE Wealth Management first reported a position in DocuSign in Q2 2019 and held it in 21 quarters.
  • AE Wealth Management's DocuSign position peaked at $6.96M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.