PJWM
DOCU

Philip James Wealth Mangement’s DocuSign DOCU Stock Holding History

Philip James Wealth Mangement’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
Q1 		– Sell
-3,265
Closed -$223K – 162
2025
Q4 		$223K Sell
3,265
-628
-16% -$43.4K 0.03% 166
2025
Q3 		$281K Sell
3,893
-505
-11% -$38.9K 0.03% 157
2025
Q2 		$343K Sell
4,398
-72
-2% -$5.83K 0.04% 130
2025
Q1 		$364K Sell
4,470
-575
-11% -$50.4K 0.04% 121
2024
Q4 		$454K Sell
5,045
-925
-15% -$73.9K 0.06% 112
2024
Q3 		$371K Buy
+5,970
New +$335K 0.05% 113

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Philip James Wealth Mangement's DOCU Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of DocuSign (DOCU) in Q1 2026, closing a stake of 3,265 shares — an estimated $223K sold.

Philip James Wealth Mangement first reported a position in DOCU in Q3 2024 and held it in 6 quarters. The position peaked at $454K in Q4 2024. 707 funds tracked by Wall St. Rank hold DOCU as of Q1 2026.

  • Philip James Wealth Mangement reported no remaining DocuSign position as of Q1 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 3,265 DocuSign shares in Q1 2026, an estimated $223K.
  • Philip James Wealth Mangement first reported a position in DocuSign in Q3 2024 and held it in 6 quarters.
  • Philip James Wealth Mangement's DocuSign position peaked at $454K in Q4 2024.
  • 707 funds tracked by Wall St. Rank held DocuSign as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.