AWE
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Avidian Wealth Enterprises’s DoorDash DASH Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$486K Buy
2,646
+301
+13% +$60.8K 0.01% 490
2026
Q2 		$433K Buy
2,345
+149
+7% +$24.6K 0.01% 512
2026
Q1 		$330K Sell
2,196
-484
-18% -$89.4K 0.01% 530
2025
Q4 		$607K Buy
2,680
+359
+15% +$84.2K 0.02% 334
2025
Q3 		$631K Buy
2,321
+152
+7% +$38.1K 0.02% 315
2025
Q2 		$535K Buy
2,169
+255
+13% +$51.1K 0.02% 318
2025
Q1 		$350K Sell
1,914
-294
-13% -$55.3K 0.02% 376
2024
Q4 		$370K Sell
2,208
-6
-0.3% -$986 0.02% 356
2024
Q3 		$316K Buy
+2,214
New +$269K 0.01% 391

Other funds holding DASH

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Avidian Wealth Enterprises's DASH Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its DoorDash (DASH) stake by 13% in Q3 2026, buying an estimated $60.8K and bringing the position to 2,646 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #490.

Avidian Wealth Enterprises first reported a position in DASH in Q3 2024 and has held it in 9 quarters since. The position peaked at $631K in Q3 2025. 38 funds tracked by Wall St. Rank hold DASH as of Q3 2026.

  • Avidian Wealth Enterprises held 2,646 shares of DoorDash worth $486K as of Q3 2026.
  • Avidian Wealth Enterprises bought 301 DoorDash shares in Q3 2026, an estimated $60.8K.
  • DoorDash made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #490 holding.
  • Avidian Wealth Enterprises first reported a position in DoorDash in Q3 2024 and has held it in 9 quarters since.
  • Avidian Wealth Enterprises's DoorDash position peaked at $631K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held DoorDash as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.