MWM
DOCU

MFG Wealth Management’s DocuSign DOCU Stock Holding History

MFG 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
Q3 		– Sell
-13,179
Closed -$1.03M – 63
2025
Q2 		$1.03M Sell
13,179
-10,550
-44% -$853K 0.86% 47
2025
Q1 		$1.93M Sell
23,729
-7,348
-24% -$644K 1.85% 26
2024
Q4 		$2.8M Buy
+31,077
New +$2.48M 2.56% 14

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MFG Wealth Management's DOCU Position: Q3 2025 in Review

MFG Wealth Management sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 13,179 shares — an estimated $1.03M sold.

MFG Wealth Management first reported a position in DOCU in Q4 2024 and held it in 3 quarters. The position peaked at $2.8M in Q4 2024. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • MFG Wealth Management reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • MFG Wealth Management sold 13,179 DocuSign shares in Q3 2025, an estimated $1.03M.
  • MFG Wealth Management first reported a position in DocuSign in Q4 2024 and held it in 3 quarters.
  • MFG Wealth Management's DocuSign position peaked at $2.8M in Q4 2024.
  • 812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on MFG Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.