Mine & Arao Wealth Creation & Management’s DocuSign DOCU Stock Holding History

Mine & Arao Wealth Creation & 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	-2,457	Closed	-$200K	–	75
2025 Q1	$200K	Hold	2,457	–	–	0.1%	74
2024 Q4	$221K	Buy	+2,457	New	+$196K	0.1%	69
2024 Q2	–	Sell	-2,532	Closed	-$151K	–	149
2024 Q1	$151K	Sell	2,532 -675	-21%	-$38.1K	0.07%	84
2023 Q4	$191K	Buy	3,207 +475	+17%	+$21.8K	0.1%	73
2023 Q3	$115K	Sell	2,732 -350	-11%	-$17.2K	0.07%	87
2023 Q2	$157K	Buy	3,082 +250	+9%	+$13.2K	0.09%	79
2023 Q1	$165K	Hold	2,832	–	–	0.11%	76
2022 Q4	$157K	Sell	2,832 -650	-19%	-$31.6K	0.12%	74
2022 Q3	$186K	Buy	3,482 +650	+23%	+$40.8K	0.14%	69
2022 Q2	$163K	Buy	2,832 +1,608	+131%	+$130K	0.11%	72
2022 Q1	$131K	Sell	1,224 -180	-13%	-$20.7K	0.08%	93
2021 Q4	$213K	Buy	1,404 +204	+17%	+$46.5K	0.12%	66
2021 Q3	$309K	Hold	1,200	–	–	0.19%	56
2021 Q2	$335K	Hold	1,200	–	–	0.2%	55
2021 Q1	$243K	Hold	1,200	–	–	0.16%	62
2020 Q4	$267K	Hold	1,200	–	–	0.19%	56
2020 Q3	$258K	Hold	1,200	–	–	0.21%	54
2020 Q2	$207K	Hold	1,200	–	–	0.19%	54
2020 Q1	$111K	Hold	1,200	–	–	0.13%	64
2019 Q4	$89K	Buy	+1,200	New	+$82.5K	0.08%	92

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

Mine & Arao Wealth Creation & Management's DOCU Position: Q2 2025 in Review

Mine & Arao Wealth Creation & Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,457 shares — an estimated $200K sold.

Mine & Arao Wealth Creation & Management first reported a position in DOCU in Q4 2019 and held it in 20 quarters. The position peaked at $335K in Q2 2021. 779 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Mine & Arao Wealth Creation & Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 2,457 DocuSign shares in Q2 2025, an estimated $200K.
Mine & Arao Wealth Creation & Management first reported a position in DocuSign in Q4 2019 and held it in 20 quarters.
Mine & Arao Wealth Creation & Management's DocuSign position peaked at $335K in Q2 2021.
779 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2025, filed 29 Jul 2025.