Claro Advisors’s DocuSign DOCU Stock Holding History

Claro Advisors’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	–	Sell	-2,996	Closed	-$244K	–	409
2025 Q1	$244K	Buy	2,996 +34	+1%	+$2.98K	0.03%	437
2024 Q4	$266K	Sell	2,962 -831	-22%	-$66.4K	0.04%	384
2024 Q3	$236K	Buy	+3,793	New	+$213K	0.03%	441
2022 Q2	–	Sell	-1,872	Closed	-$285K	–	295
2022 Q1	$285K	Hold	1,872	–	–	0.1%	203
2021 Q4	$285K	Buy	+1,872	New	+$427K	0.1%	203

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's DOCU Position: Q2 2025 in Review

Claro Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,996 shares — an estimated $244K sold.

Claro Advisors first reported a position in DOCU in Q4 2021 and held it in 5 quarters. The position peaked at $285K in Q1 2022. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Claro Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 2,996 DocuSign shares in Q2 2025, an estimated $244K.
Claro Advisors first reported a position in DocuSign in Q4 2021 and held it in 5 quarters.
Claro Advisors's DocuSign position peaked at $285K in Q1 2022.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.