WMA
DOCU

Wealth Management Associates’s DocuSign DOCU Stock Holding History

Wealth Management Associates’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
-9,730
Closed -$701K – 236
2025
Q3 		$701K Sell
9,730
-25
-0.3% -$1.93K 0.25% 77
2025
Q2 		$760K Sell
9,755
-55
-0.6% -$4.45K 0.3% 69
2025
Q1 		$799K Buy
9,810
+580
+6% +$50.8K 0.34% 60
2024
Q4 		$830K Sell
9,230
-190
-2% -$15.2K 0.35% 60
2024
Q3 		$585K Sell
9,420
-455
-5% -$25.5K 0.26% 82
2024
Q2 		$528K Hold
9,875
– – 0.25% 82
2024
Q1 		$528K Buy
9,875
+1,870
+23% +$106K 0.25% 82
2023
Q4 		$476K Buy
+8,005
New +$367K 0.25% 84
2022
Q1 		– Sell
-3,717
Closed -$566K – 191
2021
Q4 		$566K Buy
3,717
+884
+31% +$202K 0.3% 85
2021
Q3 		$729K Buy
2,833
+33
+1% +$9.51K 0.43% 59
2021
Q2 		$783K Buy
2,800
+502
+22% +$112K 0.44% 56
2021
Q1 		$465K Buy
2,298
+612
+36% +$142K 0.3% 85
2020
Q4 		$375K Sell
1,686
-25
-1% -$5.62K 0.25% 104
2020
Q3 		$368K Sell
1,711
-50
-3% -$10.4K 0.28% 86
2020
Q2 		$303K Buy
+1,761
New +$222K 0.26% 93

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Management Associates's DOCU Position: Q4 2025 in Review

Wealth Management Associates sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 9,730 shares — an estimated $701K sold.

Wealth Management Associates first reported a position in DOCU in Q2 2020 and held it in 15 quarters. The position peaked at $830K in Q4 2024. 787 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Wealth Management Associates reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Associates sold 9,730 DocuSign shares in Q4 2025, an estimated $701K.
  • Wealth Management Associates first reported a position in DocuSign in Q2 2020 and held it in 15 quarters.
  • Wealth Management Associates's DocuSign position peaked at $830K in Q4 2024.
  • 787 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Wealth Management Associates's 13F filing for Q4 2025, filed 20 Jan 2026.