GoalVest Advisory’s DocuSign DOCU Stock Holding History

GoalVest Advisory’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	-181	Closed	-$14.1K	–	406
2025 Q2	$14.1K	Hold	181	–	–	﹤0.01%	294
2025 Q1	$14.7K	Hold	181	–	–	﹤0.01%	251
2024 Q4	$16.3K	Hold	181	–	–	﹤0.01%	259
2024 Q3	$11.2K	Hold	181	–	–	﹤0.01%	311
2024 Q2	$9.68K	Hold	181	–	–	﹤0.01%	279
2024 Q1	$10.8K	Hold	181	–	–	﹤0.01%	309
2023 Q4	$10.8K	Hold	181	–	–	﹤0.01%	250
2023 Q3	$7.6K	Hold	181	–	–	﹤0.01%	315
2023 Q2	$9.25K	Hold	181	–	–	﹤0.01%	256
2023 Q1	$10.6K	Sell	181 -4,013	-96%	-$239K	0.01%	184
2022 Q4	$232K	Hold	4,194	–	–	0.15%	68
2022 Q3	$224K	Hold	4,194	–	–	0.16%	71
2022 Q2	$274K	Sell	4,194 -31	-0.7%	-$2.51K	0.17%	106
2022 Q1	$453K	Buy	+4,225	New	+$485K	0.26%	92
2021 Q2	$627K	Sell	2,243 -267	-11%	-$59.7K	0.39%	72
2021 Q1	$508K	Buy	+2,510	New	+$582K	0.38%	84

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

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

GoalVest Advisory's DOCU Position: Q3 2025 in Review

GoalVest Advisory sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 181 shares — an estimated $14.1K sold.

GoalVest Advisory first reported a position in DOCU in Q1 2021 and held it in 16 quarters. The position peaked at $627K in Q2 2021. 815 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

GoalVest Advisory reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
GoalVest Advisory sold 181 DocuSign shares in Q3 2025, an estimated $14.1K.
GoalVest Advisory first reported a position in DocuSign in Q1 2021 and held it in 16 quarters.
GoalVest Advisory's DocuSign position peaked at $627K in Q2 2021.
815 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on GoalVest Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.