WTFG
DOCU

Wood Tarver Financial Group’s DocuSign DOCU Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-422
Closed -$32K – 282
2025
Q2 		$32K Hold
422
– – 0.01% 312
2025
Q1 		$34.4K Hold
422
– – 0.01% 300
2024
Q4 		$37K Buy
+422
New +$33.7K 0.01% 289

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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wood Tarver Financial Group's DOCU Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of DocuSign (DOCU) in Q3 2025, closing a stake of 422 shares — an estimated $32K sold.

Wood Tarver Financial Group first reported a position in DOCU in Q4 2024 and held it in 3 quarters. The position peaked at $37K in Q4 2024. 812 funds tracked by Wall St. Rank hold DOCU as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining DocuSign position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 422 DocuSign shares in Q3 2025, an estimated $32K.
  • Wood Tarver Financial Group first reported a position in DocuSign in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's DocuSign position peaked at $37K in Q4 2024.
  • 812 funds tracked by Wall St. Rank held DocuSign as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.