MAFA
DOCU

MJT & Associates Financial Advisory’s DocuSign DOCU Stock Holding History

MJT & Associates Financial Advisory’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
2026
Q2 		– Sell
-55
Closed -$2.61K – 474
2026
Q1 		$2.61K Sell
55
-25
-31% -$1.28K ﹤0.01% 352
2025
Q4 		$5.47K Buy
80
+52
+186% +$3.6K ﹤0.01% 267
2025
Q3 		$2.02K Buy
+28
New +$2.16K ﹤0.01% 390

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

MJT & Associates Financial Advisory's DOCU Position: Q2 2026 in Review

MJT & Associates Financial Advisory sold out of DocuSign (DOCU) in Q2 2026, closing a stake of 55 shares — an estimated $2.61K sold.

MJT & Associates Financial Advisory first reported a position in DOCU in Q3 2025 and held it in 3 quarters. The position peaked at $5.47K in Q4 2025. 674 funds tracked by Wall St. Rank hold DOCU as of Q2 2026.

  • MJT & Associates Financial Advisory reported no remaining DocuSign position as of Q2 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 55 DocuSign shares in Q2 2026, an estimated $2.61K.
  • MJT & Associates Financial Advisory first reported a position in DocuSign in Q3 2025 and held it in 3 quarters.
  • MJT & Associates Financial Advisory's DocuSign position peaked at $5.47K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held DocuSign as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.