IVC Wealth Advisors’s DocuSign DOCU Stock Holding History

IVC 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 Q2	–	Sell	-2,497	Closed	-$203K	–	175
2025 Q1	$203K	Hold	2,497	–	–	0.11%	158
2024 Q4	$225K	Buy	+2,497	New	+$199K	0.13%	144
2023 Q2	–	Sell	-3,753	Closed	-$219K	–	162
2023 Q1	$219K	Hold	3,753	–	–	0.16%	130
2022 Q4	$208K	Sell	3,753 -295	-7%	-$14.4K	0.15%	143
2022 Q3	$216K	Hold	4,048	–	–	0.17%	129
2022 Q2	$232K	Sell	4,048 -90	-2%	-$7.29K	0.18%	124
2022 Q1	$443K	Buy	4,138 +520	+14%	+$59.7K	0.29%	86
2021 Q4	$551K	Sell	3,618 -7	-0.2%	-$1.6K	0.36%	72
2021 Q3	$933K	Sell	3,625 -765	-17%	-$220K	0.64%	39
2021 Q2	$1.23M	Buy	4,390 +165	+4%	+$36.9K	0.86%	27
2021 Q1	$855K	Buy	4,225 +180	+4%	+$41.7K	0.67%	39
2020 Q4	$899K	Buy	+4,045	New	+$909K	0.86%	31

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IVC Wealth Advisors's DOCU Position: Q2 2025 in Review

IVC Wealth Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,497 shares — an estimated $203K sold.

IVC Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 12 quarters. The position peaked at $1.23M in Q2 2021. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

IVC Wealth Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
IVC Wealth Advisors sold 2,497 DocuSign shares in Q2 2025, an estimated $203K.
IVC Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 12 quarters.
IVC Wealth Advisors's DocuSign position peaked at $1.23M in Q2 2021.
781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on IVC Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.