Kingsview Wealth Management’s DocuSign DOCU Stock Holding History

Kingsview 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	-2,655	Closed	-$216K	–	1180
2025 Q1	$216K	Buy	2,655 +141	+6%	+$12.3K	﹤0.01%	1012
2024 Q4	$226K	Buy	+2,514	New	+$201K	﹤0.01%	1007
2023 Q3	–	Sell	-3,953	Closed	-$202K	–	950
2023 Q2	$202K	Sell	3,953 -12,498	-76%	-$662K	0.01%	859
2023 Q1	$959K	Buy	+16,451	New	+$981K	0.04%	418
2022 Q1	–	Sell	-1,572	Closed	-$239K	–	901
2021 Q4	$239K	Buy	1,572 +361	+30%	+$82.3K	0.01%	813
2021 Q3	$312K	Buy	1,211 +252	+26%	+$72.6K	0.01%	672
2021 Q2	$267K	Sell	959 -1,094	-53%	-$245K	0.01%	733
2021 Q1	$424K	Buy	2,053 +724	+54%	+$168K	0.02%	545
2020 Q4	$295K	Buy	1,329 +306	+30%	+$68.7K	0.02%	557
2020 Q3	$220K	Buy	+1,023	New	+$212K	0.02%	553

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 $3.38T AUM 44.17% 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

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

Kingsview Wealth Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,655 shares — an estimated $216K sold.

Kingsview Wealth Management first reported a position in DOCU in Q3 2020 and held it in 10 quarters. The position peaked at $959K in Q1 2023. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Kingsview Wealth Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Kingsview Wealth Management sold 2,655 DocuSign shares in Q2 2025, an estimated $216K.
Kingsview Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 10 quarters.
Kingsview Wealth Management's DocuSign position peaked at $959K in Q1 2023.
782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.