BFG
DASH icon

Birch Financial Group’s DoorDash DASH Stock Holding History

Birch Financial Group’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
2025
Q4 		– Sell
-973
Closed -$265K – 138
2025
Q3 		$265K Sell
973
-48
-5% -$12K 0.16% 97
2025
Q2 		$252K Buy
+1,021
New +$205K 0.2% 91
2025
Q1 		– Sell
-1,194
Closed -$200K – 107
2024
Q4 		$200K Buy
+1,194
New +$196K 0.23% 85

Other funds holding DASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Financial Group's DASH Position: Q4 2025 in Review

Birch Financial Group sold out of DoorDash (DASH) in Q4 2025, closing a stake of 973 shares — an estimated $265K sold.

Birch Financial Group first reported a position in DASH in Q4 2024 and held it in 3 quarters. The position peaked at $265K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

  • Birch Financial Group reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
  • Birch Financial Group sold 973 DoorDash shares in Q4 2025, an estimated $265K.
  • Birch Financial Group first reported a position in DoorDash in Q4 2024 and held it in 3 quarters.
  • Birch Financial Group's DoorDash position peaked at $265K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.