AAS
DOCU

Avantax Advisory Services’s DocuSign DOCU Stock Holding History

Avantax Advisory Services’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 		$1.44M Buy
18,448
+688
+4% +$55.7K 0.01% 964
2025
Q1 		$1.45M Buy
17,760
+1,077
+6% +$94.3K 0.01% 910
2024
Q4 		$1.5M Buy
16,683
+368
+2% +$29.4K 0.01% 860
2024
Q3 		$1.01M Buy
16,315
+205
+1% +$11.5K 0.01% 1011
2024
Q2 		$862K Sell
16,110
-63
-0.4% -$3.55K 0.01% 1066
2024
Q1 		$963K Buy
16,173
+1,077
+7% +$60.8K 0.01% 763
2023
Q4 		$897K Sell
15,096
-2,815
-16% -$129K 0.01% 745
2023
Q3 		$752K Sell
17,911
-699
-4% -$34.3K 0.01% 783
2023
Q2 		$951K Sell
18,610
-615
-3% -$32.6K 0.01% 698
2023
Q1 		$1.12M Sell
19,225
-1,343
-7% -$80.1K 0.01% 630
2022
Q4 		$1.14M Buy
20,568
+5,858
+40% +$285K 0.02% 595
2022
Q3 		$787K Buy
14,710
+1,287
+10% +$80.7K 0.01% 631
2022
Q2 		$770K Buy
13,423
+26
+0.2% +$2.1K 0.01% 631
2022
Q1 		$1.44M Buy
13,397
+207
+2% +$23.8K 0.02% 449
2021
Q4 		$2.01M Buy
13,190
+2,595
+24% +$592K 0.03% 367
2021
Q3 		$2.73M Sell
10,595
-2,562
-19% -$738K 0.05% 283
2021
Q2 		$3.68M Buy
13,157
+603
+5% +$135K 0.07% 218
2021
Q1 		$2.53M Buy
12,554
+2,493
+25% +$578K 0.05% 254
2020
Q4 		$2.23M Sell
10,061
-3,786
-27% -$850K 0.05% 249
2020
Q3 		$2.98M Buy
13,847
+4,517
+48% +$938K 0.05% 282
2020
Q2 		$1.61M Buy
9,330
+2,833
+44% +$357K 0.05% 259
2020
Q1 		$601K Buy
6,497
+2,608
+67% +$210K 0.02% 400
2019
Q4 		$287K Sell
3,889
-527
-12% -$36.2K 0.01% 640
2019
Q3 		$273K Sell
4,416
-553
-11% -$29K 0.01% 462
2019
Q2 		$247K Buy
4,969
+205
+4% +$10.9K 0.01% 438
2019
Q1 		$247K Buy
+4,764
New +$243K 0.01% 409

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
American Century Companies
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's DOCU Position: Q2 2025 in Review

Avantax Advisory Services increased its DocuSign (DOCU) stake by 3.9% in Q2 2025, buying an estimated $55.7K and bringing the position to 18,448 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #964.

Avantax Advisory Services first reported a position in DOCU in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.68M in Q2 2021. 779 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Avantax Advisory Services held 18,448 shares of DocuSign worth $1.44M as of Q2 2025.
  • Avantax Advisory Services bought 688 DocuSign shares in Q2 2025, an estimated $55.7K.
  • DocuSign made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #964 holding.
  • Avantax Advisory Services first reported a position in DocuSign in Q1 2019 and has held it in 26 quarters since.
  • Avantax Advisory Services's DocuSign position peaked at $3.68M in Q2 2021.
  • 779 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.