CarsonAllaria Wealth Management’s DocuSign DOCU Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-224	Closed	-$17.4K	–	150
2025 Q2	$17.4K	Sell	224 -39	-15%	-$3.15K	0.01%	206
2025 Q1	$21.4K	Buy	263 +21	+9%	+$1.84K	0.01%	187
2024 Q4	$21.8K	Sell	242 -13	-5%	-$1.04K	0.01%	189
2024 Q3	$15.8K	Hold	255	–	–	0.01%	225
2024 Q2	$13.6K	Hold	255	–	–	0.01%	227
2024 Q1	$15.2K	Buy	255 +106	+71%	+$5.98K	0.01%	213
2023 Q4	$8.86K	Sell	149 -43	-22%	-$1.97K	0.01%	223
2023 Q3	$8.06K	Sell	192 -31	-14%	-$1.52K	0.01%	225
2023 Q2	$11.4K	Sell	223 -3	-1%	-$159	0.01%	210
2023 Q1	$13.2K	Sell	226 -30	-12%	-$1.79K	0.01%	192
2022 Q4	$14K	Sell	256 -1	-0.4%	-$49	0.01%	175
2022 Q3	$14K	Sell	257 -7	-3%	-$439	0.01%	168
2022 Q2	$15K	Buy	264 +15	+6%	+$1.21K	0.01%	161
2022 Q1	$27K	Sell	249 -9	-3%	-$1.03K	0.02%	145
2021 Q4	$39K	Buy	+258	New	+$58.8K	0.03%	132

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 $3.38T AUM 44.17% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

CarsonAllaria Wealth Management's DOCU Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 224 shares — an estimated $17.4K sold.

CarsonAllaria Wealth Management first reported a position in DOCU in Q4 2021 and held it in 15 quarters. The position peaked at $39K in Q4 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 224 DocuSign shares in Q3 2025, an estimated $17.4K.
CarsonAllaria Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's DocuSign position peaked at $39K in Q4 2021.
816 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.