Hohimer Wealth Management’s DocuSign DOCU Stock Holding History

Hohimer 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 Q2	–	Sell	-16,052	Closed	-$1.31M	–	274
2025 Q1	$1.31M	Sell	16,052 -5,231	-25%	-$458K	0.25%	94
2024 Q4	$1.91M	Buy	21,283 +302	+1%	+$24.1K	0.36%	83
2024 Q3	$1.3M	Sell	20,981 -2,593	-11%	-$145K	0.28%	94
2024 Q2	$1.26M	Buy	23,574 +17,122	+265%	+$966K	0.29%	88
2024 Q1	$384K	Buy	+6,452	New	+$364K	0.09%	173
2021 Q4	–	Sell	-978	Closed	-$252K	–	214
2021 Q3	$252K	Sell	978 -600	-38%	-$173K	0.05%	160
2021 Q2	$330K	Buy	+1,578	New	+$353K	0.07%	157
2020 Q4	–	Sell	-3,545	Closed	-$810K	–	200
2020 Q3	$810K	Hold	3,545	–	–	0.23%	115
2020 Q2	$610K	Sell	3,545 -2,546	-42%	-$321K	0.21%	133
2020 Q1	$659K	Buy	6,091 +40	+0.7%	+$3.22K	0.28%	122
2019 Q4	$448K	Buy	+6,051	New	+$416K	0.16%	182

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

Hohimer Wealth Management's DOCU Position: Q2 2025 in Review

Hohimer Wealth Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 16,052 shares — an estimated $1.31M sold.

Hohimer Wealth Management first reported a position in DOCU in Q4 2019 and held it in 11 quarters. The position peaked at $1.91M in Q4 2024. 779 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Hohimer Wealth Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Hohimer Wealth Management sold 16,052 DocuSign shares in Q2 2025, an estimated $1.31M.
Hohimer Wealth Management first reported a position in DocuSign in Q4 2019 and held it in 11 quarters.
Hohimer Wealth Management's DocuSign position peaked at $1.91M in Q4 2024.
779 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.