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Asset Planning Inc’s DoorDash DASH Stock Holding History

Asset Planning Inc’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128K Hold
695
– – 0.08% 107
2026
Q1 		$104K Hold
695
– – 0.07% 112
2025
Q4 		$157K Buy
695
+510
+276% +$120K 0.11% 88
2025
Q3 		$50.3K Buy
+185
New +$46.4K 0.04% 147

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Asset Planning Inc's DASH Position: Q2 2026 in Review

Asset Planning Inc held its DoorDash (DASH) position steady in Q2 2026 at 695 shares worth $128K. The position accounts for 0.08% of the portfolio, ranked #107.

Asset Planning Inc first reported a position in DASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $157K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Asset Planning Inc held 695 shares of DoorDash worth $128K as of Q2 2026.
  • Asset Planning Inc left its DoorDash share count unchanged in Q2 2026.
  • DoorDash made up 0.08% of Asset Planning Inc's portfolio in Q2 2026, its #107 holding.
  • Asset Planning Inc first reported a position in DoorDash in Q3 2025 and has held it in 4 quarters since.
  • Asset Planning Inc's DoorDash position peaked at $157K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.