Unique Wealth Strategies’s DocuSign DOCU Stock Holding History

Unique Wealth Strategies’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	-8,692	Closed	-$627K	–	229
2025 Q3	$627K	Buy	8,692 +1,679	+24%	+$129K	0.24%	128
2025 Q2	$546K	Buy	+7,013	New	+$567K	0.23%	140
2025 Q1	–	Sell	-8,499	Closed	-$764K	–	197
2024 Q4	$764K	Sell	8,499 -513	-6%	-$41K	0.33%	69
2024 Q3	$560K	Buy	9,012 +713	+9%	+$40K	0.24%	105
2024 Q2	$494K	Hold	8,299	–	–	0.23%	125
2024 Q1	$494K	Buy	+8,299	New	+$469K	0.24%	125

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

Unique Wealth Strategies's DOCU Position: Q4 2025 in Review

Unique Wealth Strategies sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 8,692 shares — an estimated $627K sold.

Unique Wealth Strategies first reported a position in DOCU in Q1 2024 and held it in 6 quarters. The position peaked at $764K in Q4 2024. 783 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

Unique Wealth Strategies reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 8,692 DocuSign shares in Q4 2025, an estimated $627K.
Unique Wealth Strategies first reported a position in DocuSign in Q1 2024 and held it in 6 quarters.
Unique Wealth Strategies's DocuSign position peaked at $764K in Q4 2024.
783 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.