Bartlett & Co Wealth Management’s DocuSign DOCU Stock Holding History

Bartlett & Co 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	-43	Closed	-$3.1K	–	1237
2025 Q3	$3.1K	Sell	43 -12	-22%	-$925	﹤0.01%	1058
2025 Q2	$4.28K	Sell	55 -32	-37%	-$2.59K	﹤0.01%	1020
2025 Q1	$7.08K	Buy	87 +35	+67%	+$3.07K	﹤0.01%	947
2024 Q4	$4.68K	Hold	52	–	–	﹤0.01%	981
2024 Q3	$3.23K	Hold	52	–	–	﹤0.01%	1005
2024 Q2	$2.78K	Hold	52	–	–	﹤0.01%	1035
2024 Q1	$3.1K	Hold	52	–	–	﹤0.01%	1008
2023 Q4	$3.13K	Hold	52	–	–	﹤0.01%	1122
2023 Q3	$2.18K	Hold	52	–	–	﹤0.01%	1067
2023 Q2	$2.66K	Buy	+52	New	+$2.75K	﹤0.01%	1044
2023 Q1	–	Sell	-80	Closed	-$4.43K	–	1070
2022 Q4	$4.43K	Sell	80 -410	-84%	-$20K	﹤0.01%	938
2022 Q3	$26.2K	Sell	490 -99	-17%	-$6.21K	﹤0.01%	663
2022 Q2	$33.8K	Buy	589 +179	+44%	+$14.5K	﹤0.01%	645
2022 Q1	$43.9K	Buy	+410	New	+$47.1K	﹤0.01%	601
2021 Q4	–	Sell	-100	Closed	-$25.7K	–	518
2021 Q3	$25.7K	Hold	100	–	–	﹤0.01%	607
2021 Q2	$28K	Buy	+100	New	+$22.4K	﹤0.01%	593

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bartlett & Co Wealth Management's DOCU Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 43 shares — an estimated $3.1K sold.

Bartlett & Co Wealth Management first reported a position in DOCU in Q2 2021 and held it in 16 quarters. The position peaked at $43.9K in Q1 2022. 788 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 43 DocuSign shares in Q4 2025, an estimated $3.1K.
Bartlett & Co Wealth Management first reported a position in DocuSign in Q2 2021 and held it in 16 quarters.
Bartlett & Co Wealth Management's DocuSign position peaked at $43.9K in Q1 2022.
788 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.