AWS
DOCU

Atria Wealth Solutions’s DocuSign DOCU Stock Holding History

Atria Wealth Solutions’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 		$236K Sell
3,001
-6,326
-68% -$512K 0.01% 1282
2025
Q1 		$759K Buy
9,327
+369
+4% +$32.3K 0.01% 992
2024
Q4 		$806K Sell
8,958
-7,168
-44% -$572K 0.01% 1020
2024
Q3 		$1M Buy
16,126
+1,523
+10% +$85.4K 0.01% 916
2024
Q2 		$781K Buy
14,603
+2,507
+21% +$141K 0.01% 1009
2024
Q1 		$720K Buy
12,096
+2,581
+27% +$146K 0.01% 1065
2023
Q4 		$566K Sell
9,515
-485
-5% -$22.2K 0.01% 1147
2023
Q3 		$420K Sell
10,000
-3,779
-27% -$185K 0.01% 1218
2023
Q2 		$704K Sell
13,779
-2,804
-17% -$149K 0.01% 1003
2023
Q1 		$967K Buy
16,583
+1,122
+7% +$66.9K 0.01% 807
2022
Q4 		$854K Buy
15,461
+3,882
+34% +$189K 0.01% 822
2022
Q3 		$619K Buy
11,579
+6,756
+140% +$424K 0.01% 916
2022
Q2 		$277K Sell
4,823
-5,704
-54% -$462K 0.01% 1253
2022
Q1 		$1.13M Buy
+10,527
New +$1.21M 0.02% 680

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's DOCU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its DocuSign (DOCU) stake by 68% in Q2 2025, selling an estimated $512K and leaving 3,001 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #1282.

Atria Wealth Solutions first reported a position in DOCU in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q1 2022. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Atria Wealth Solutions held 3,001 shares of DocuSign worth $236K as of Q2 2025.
  • Atria Wealth Solutions sold 6,326 DocuSign shares in Q2 2025, an estimated $512K.
  • DocuSign made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1282 holding.
  • Atria Wealth Solutions first reported a position in DocuSign in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's DocuSign position peaked at $1.13M in Q1 2022.
  • 781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.