CPC
DOCU

Consolidated Planning Corp’s DocuSign DOCU Stock Holding History

Consolidated Planning Corp’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
-39,453
Closed -$3.21M – 189
2025
Q1 		$3.21M Buy
+39,453
New +$3.46M 0.44% 72

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

Consolidated Planning Corp's DOCU Position: Q2 2025 in Review

Consolidated Planning Corp sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 39,453 shares — an estimated $3.21M sold.

Consolidated Planning Corp first reported a position in DOCU in Q1 2025 and held it in 1 quarter. The position peaked at $3.21M in Q1 2025. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Consolidated Planning Corp reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 39,453 DocuSign shares in Q2 2025, an estimated $3.21M.
  • Consolidated Planning Corp first reported a position in DocuSign in Q1 2025 and held it in 1 quarter.
  • Consolidated Planning Corp's DocuSign position peaked at $3.21M in Q1 2025.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.