MSWA
DOCU

Marshall & Sterling Wealth Advisors’s DocuSign DOCU Stock Holding History

Marshall & Sterling 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
-76
Closed -$5.48K – 419
2025
Q3 		$5.48K Buy
76
+21
+38% +$1.62K ﹤0.01% 487
2025
Q2 		$4.28K Buy
55
+35
+175% +$2.83K ﹤0.01% 500
2025
Q1 		$1.63K Hold
20
– – ﹤0.01% 554
2024
Q4 		$1.8K Buy
+20
New +$1.6K ﹤0.01% 312

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DOCU Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 76 shares — an estimated $5.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in DOCU in Q4 2024 and held it in 4 quarters. The position peaked at $5.48K in Q3 2025. 790 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 76 DocuSign shares in Q4 2025, an estimated $5.48K.
  • Marshall & Sterling Wealth Advisors first reported a position in DocuSign in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's DocuSign position peaked at $5.48K in Q3 2025.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.