McClarren Financial Advisors’s DocuSign DOCU Stock Holding History

McClarren Financial 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	-81	Closed	–	–	142
2025 Q1	$0	Buy	+81	New	+$7.09K	﹤0.01%	296
2023 Q2	–	Sell	-2	Closed	–	–	365
2023 Q1	$0	Hold	2	–	–	﹤0.01%	361
2022 Q4	$0	Hold	2	–	–	﹤0.01%	367
2022 Q3	$0	Buy	+2	New	+$125	﹤0.01%	312
2022 Q2	–	Sell	-2	Closed	–	–	88
2022 Q1	$0	Hold	2	–	–	﹤0.01%	287
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	313
2021 Q3	$0	Hold	2	–	–	﹤0.01%	297
2021 Q2	$0	Hold	2	–	–	﹤0.01%	318
2021 Q1	$0	Hold	2	–	–	﹤0.01%	278
2020 Q4	$0	Buy	+2	New	+$449	﹤0.01%	231

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

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

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

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

McClarren Financial Advisors's DOCU Position: Q2 2025 in Review

McClarren Financial Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 81 shares.

McClarren Financial Advisors first reported a position in DOCU in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q4 2021. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

McClarren Financial Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 81 DocuSign shares in Q2 2025.
McClarren Financial Advisors first reported a position in DocuSign in Q4 2020 and held it in 10 quarters.
McClarren Financial Advisors's DocuSign position peaked at $1K in Q4 2021.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.