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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
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 $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Inc's DASH Position: Q1 2026 in Review

Asset Planning Inc held its DoorDash (DASH) position steady in Q1 2026 at 695 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #112.

Asset Planning Inc first reported a position in DASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $157K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Asset Planning Inc held 695 shares of DoorDash worth $104K as of Q1 2026.
  • Asset Planning Inc left its DoorDash share count unchanged in Q1 2026.
  • DoorDash made up 0.07% of Asset Planning Inc's portfolio in Q1 2026, its #112 holding.
  • Asset Planning Inc first reported a position in DoorDash in Q3 2025 and has held it in 3 quarters since.
  • Asset Planning Inc's DoorDash position peaked at $157K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.