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Bernard Wealth Management’s DoorDash DASH Stock Holding History

Bernard Wealth Management’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 		$36K Buy
+240
New +$44.3K 0.02% 148
2025
Q1 		– Sell
-35
Closed -$5.87K – 397
2024
Q4 		$5.87K Buy
+35
New +$5.75K ﹤0.01% 230

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

Bernard Wealth Management's DASH Position: Q1 2026 in Review

Bernard Wealth Management opened a new position in DoorDash (DASH) in Q1 2026: 240 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: Bernard Wealth Management previously reported a position in DASH as recently as Q4 2024.

Bernard Wealth Management first reported a position in DASH in Q4 2024 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Bernard Wealth Management held 240 shares of DoorDash worth $36K as of Q1 2026.
  • DoorDash was a new Bernard Wealth Management position in Q1 2026.
  • DoorDash made up 0.02% of Bernard Wealth Management's portfolio in Q1 2026, its #148 holding.
  • Bernard Wealth Management first reported a position in DoorDash in Q4 2024 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.