Strategic Wealth Partners’s DocuSign DOCU Stock Holding History

Strategic Wealth Partners’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	-81	Closed	-$5.84K	–	1483
2025 Q3	$5.84K	Buy	+81	New	+$6.24K	﹤0.01%	1015
2019 Q4	–	Sell	-215	Closed	-$13	–	221
2019 Q3	$13	Buy	215 +135	+169%	+$7.07K	﹤0.01%	475
2019 Q2	$3K	Hold	80	–	–	﹤0.01%	671
2019 Q1	$4K	Buy	+80	New	+$4.08K	﹤0.01%	668

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Strategic Wealth Partners's DOCU Position: Q4 2025 in Review

Strategic Wealth Partners sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 81 shares — an estimated $5.84K sold.

Strategic Wealth Partners first reported a position in DOCU in Q1 2019 and held it in 4 quarters. The position peaked at $5.84K in Q3 2025. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Strategic Wealth Partners reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 81 DocuSign shares in Q4 2025, an estimated $5.84K.
Strategic Wealth Partners first reported a position in DocuSign in Q1 2019 and held it in 4 quarters.
Strategic Wealth Partners's DocuSign position peaked at $5.84K in Q3 2025.
783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.