MWM
DOCU

Moran Wealth Management’s DocuSign DOCU Stock Holding History

Moran 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
Q4 		– Sell
-3,258
Closed -$235K – 501
2025
Q3 		$235K Sell
3,258
-8,174
-72% -$630K 0.01% 483
2025
Q2 		$890K Sell
11,432
-2,410
-17% -$195K 0.03% 334
2025
Q1 		$1.13M Sell
13,842
-974
-7% -$85.3K 0.04% 302
2024
Q4 		$1.33M Buy
14,816
+2,146
+17% +$171K 0.04% 272
2024
Q3 		$787K Buy
12,670
+4,692
+59% +$263K 0.02% 318
2024
Q2 		$427K Buy
7,978
+2,740
+52% +$155K 0.01% 351
2024
Q1 		$312K Buy
+5,238
New +$296K 0.01% 374

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 $3.37T AUM 44.26% 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

Moran Wealth Management's DOCU Position: Q4 2025 in Review

Moran Wealth Management sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 3,258 shares — an estimated $235K sold.

Moran Wealth Management first reported a position in DOCU in Q1 2024 and held it in 7 quarters. The position peaked at $1.33M in Q4 2024. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Moran Wealth Management reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 3,258 DocuSign shares in Q4 2025, an estimated $235K.
  • Moran Wealth Management first reported a position in DocuSign in Q1 2024 and held it in 7 quarters.
  • Moran Wealth Management's DocuSign position peaked at $1.33M in Q4 2024.
  • 787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.