UWS
DOCU

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
-200
Closed -$14.4K – 228
2025
Q3 		$14.4K Buy
+200
New +$15.4K 0.01% 211

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
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.