Kingswood Wealth Advisors’s DocuSign DOCU Stock Holding History

Kingswood 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	-5,326	Closed	-$384K	–	878
2025 Q3	$384K	Buy	5,326 +69	+1%	+$5.32K	0.02%	552
2025 Q2	$409K	Sell	5,257 -58	-1%	-$4.69K	0.03%	471
2025 Q1	$433K	Sell	5,315 -62	-1%	-$5.43K	0.04%	435
2024 Q4	$484K	Buy	+5,377	New	+$429K	0.04%	449
2024 Q3	–	Sell	-4,509	Closed	-$241K	–	690
2024 Q2	$241K	Sell	4,509 -108	-2%	-$6.09K	0.02%	584
2024 Q1	$275K	Sell	4,617 -153	-3%	-$8.64K	0.03%	508
2023 Q4	$284K	Buy	4,770 +91	+2%	+$4.17K	0.03%	491
2023 Q3	$197K	Sell	4,679 -1,441	-24%	-$70.6K	0.03%	391
2023 Q2	$313K	Buy	+6,120	New	+$324K	0.1%	193

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Kingswood Wealth Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 5,326 shares — an estimated $384K sold.

Kingswood Wealth Advisors first reported a position in DOCU in Q2 2023 and held it in 9 quarters. The position peaked at $484K in Q4 2024. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Kingswood Wealth Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 5,326 DocuSign shares in Q4 2025, an estimated $384K.
Kingswood Wealth Advisors first reported a position in DocuSign in Q2 2023 and held it in 9 quarters.
Kingswood Wealth Advisors's DocuSign position peaked at $484K in Q4 2024.
787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.