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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
Q2 		$44.3K Hold
240
– – 0.02% 143
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 $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

Bernard Wealth Management's DASH Position: Q2 2026 in Review

Bernard Wealth Management held its DoorDash (DASH) position steady in Q2 2026 at 240 shares worth $44.3K. The position accounts for 0.02% of the portfolio, ranked #143.

Bernard Wealth Management first reported a position in DASH in Q4 2024 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Bernard Wealth Management held 240 shares of DoorDash worth $44.3K as of Q2 2026.
  • Bernard Wealth Management left its DoorDash share count unchanged in Q2 2026.
  • DoorDash made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Bernard Wealth Management first reported a position in DoorDash in Q4 2024 and has held it in 3 quarters since.
  • 1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.