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Beaumont Financial Advisors’s DoorDash DASH Stock Holding History

Beaumont Financial Advisors’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 		$224K Buy
+1,214
New +$201K 0.01% 348
2026
Q1 		– Sell
-1,165
Closed -$264K – 377
2025
Q4 		$264K Buy
1,165
+44
+4% +$10.3K 0.02% 317
2025
Q3 		$305K Buy
1,121
+10
+0.9% +$2.51K 0.02% 310
2025
Q2 		$274K Buy
+1,111
New +$223K 0.02% 313

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

Beaumont Financial Advisors's DASH Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in DoorDash (DASH) in Q2 2026: 1,214 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in DASH as recently as Q4 2025.

Beaumont Financial Advisors first reported a position in DASH in Q2 2025 and has held it in 4 quarters since. The position peaked at $305K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Beaumont Financial Advisors held 1,214 shares of DoorDash worth $224K as of Q2 2026.
  • DoorDash was a new Beaumont Financial Advisors position in Q2 2026.
  • DoorDash made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #348 holding.
  • Beaumont Financial Advisors first reported a position in DoorDash in Q2 2025 and has held it in 4 quarters since.
  • Beaumont Financial Advisors's DoorDash position peaked at $305K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.