Icon Wealth Advisors’s DocuSign DOCU Stock Holding History

Icon Wealth 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 Q4	–	Sell	-1,750	Closed	-$126K	–	436
2025 Q3	$126K	Sell	1,750 -21	-1%	-$1.62K	0.01%	460
2025 Q2	$138K	Hold	1,771	–	–	0.01%	438
2025 Q1	$144K	Buy	1,771 +27	+2%	+$2.37K	0.01%	413
2024 Q4	$157K	Buy	+1,744	New	+$139K	0.01%	420
2022 Q4	$919K	Sell	16,581 -5,241	-24%	-$255K	0.11%	139
2022 Q3	$1.17M	Buy	+21,822	New	+$1.37M	0.14%	120

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Icon Wealth Advisors's DOCU Position: Q4 2025 in Review

Icon Wealth Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 1,750 shares — an estimated $126K sold.

Icon Wealth Advisors first reported a position in DOCU in Q3 2022 and held it in 6 quarters. The position peaked at $1.17M in Q3 2022. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Icon Wealth Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,750 DocuSign shares in Q4 2025, an estimated $126K.
Icon Wealth Advisors first reported a position in DocuSign in Q3 2022 and held it in 6 quarters.
Icon Wealth Advisors's DocuSign position peaked at $1.17M in Q3 2022.
783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.