VWM
DOCU

Venturi Wealth Management’s DocuSign DOCU Stock Holding History

Venturi 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
Q2 		– Sell
-3,440
Closed -$280K – 552
2025
Q1 		$280K Buy
3,440
+857
+33% +$75.1K 0.01% 458
2024
Q4 		$232K Sell
2,583
-4,139
-62% -$331K 0.01% 505
2024
Q3 		$417K Buy
6,722
+1,114
+20% +$62.4K 0.02% 328
2024
Q2 		$300K Sell
5,608
-4,406
-44% -$248K 0.02% 346
2024
Q1 		$596K Buy
10,014
+81
+0.8% +$4.57K 0.04% 241
2023
Q4 		$591K Sell
9,933
-1,243
-11% -$57K 0.04% 242
2023
Q3 		$469K Buy
11,176
+552
+5% +$27.1K 0.04% 244
2023
Q2 		$543K Hold
10,624
– – 0.04% 210
2023
Q1 		$619K Buy
10,624
+1,173
+12% +$70K 0.05% 215
2022
Q4 		$524K Sell
9,451
-4,930
-34% -$240K 0.05% 228
2022
Q3 		$769K Buy
14,381
+674
+5% +$42.3K 0.07% 180
2022
Q2 		$787K Buy
13,707
+30
+0.2% +$2.43K 0.07% 176
2022
Q1 		$1.47M Buy
13,677
+4,593
+51% +$527K 0.11% 105
2021
Q4 		$1.38M Sell
9,084
-1,925
-17% -$439K 0.1% 120
2021
Q3 		$2.83M Buy
+11,009
New +$3.17M 0.24% 74

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's DOCU Position: Q2 2025 in Review

Venturi Wealth Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 3,440 shares — an estimated $280K sold.

Venturi Wealth Management first reported a position in DOCU in Q3 2021 and held it in 15 quarters. The position peaked at $2.83M in Q3 2021. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Venturi Wealth Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 3,440 DocuSign shares in Q2 2025, an estimated $280K.
  • Venturi Wealth Management first reported a position in DocuSign in Q3 2021 and held it in 15 quarters.
  • Venturi Wealth Management's DocuSign position peaked at $2.83M in Q3 2021.
  • 778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.