Bordeaux Wealth Advisors’s DoorDash DASH Stock Holding History

Bordeaux Wealth 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
2025 Q2	$1.6M	Sell	6,471 -4,611	-42%	-$925K	0.2%	46
2025 Q1	$2.03M	Sell	11,082 -503	-4%	-$94.6K	0.37%	37
2024 Q4	$1.94M	Buy	11,585 +4	+0%	+$657	0.31%	41
2024 Q3	$1.65M	Sell	11,581 -1,276	-10%	-$155K	0.3%	42
2024 Q2	$1.4M	Sell	12,857 -992	-7%	-$119K	0.27%	44
2024 Q1	$1.91M	Buy	13,849 +413	+3%	+$48.6K	0.63%	23
2023 Q4	$1.33M	Sell	13,436 -1,272	-9%	-$113K	0.45%	29
2023 Q3	$1.17M	Buy	14,708 +650	+5%	+$52.9K	0.47%	30
2023 Q2	$1.07M	Buy	14,058 +639	+5%	+$42.4K	0.44%	30
2023 Q1	$853K	Buy	13,419 +1,919	+17%	+$110K	0.44%	33
2022 Q4	$561K	Sell	11,500 -508	-4%	-$26.4K	0.31%	49
2022 Q3	$594K	Sell	12,008 -992	-8%	-$66.3K	0.37%	44
2022 Q2	$834K	Sell	13,000 -26	-0.2%	-$2.06K	0.57%	32
2022 Q1	$1.53M	Buy	13,026 +4,026	+45%	+$435K	0.82%	24
2021 Q4	$1.34M	Sell	9,000 -28	-0.3%	-$5.3K	0.62%	30
2021 Q3	$1.86M	Sell	9,028 -5,500	-38%	-$1.05M	1.05%	22
2021 Q2	$2.59M	Buy	14,528 +5,500	+61%	+$806K	1.49%	16
2021 Q1	$1.18M	Buy	+9,028	New	+$1.51M	0.82%	18

Other funds holding DASH

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bordeaux Wealth Advisors's DASH Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its DoorDash (DASH) stake by 42% in Q2 2025, selling an estimated $925K and leaving 6,471 shares worth $1.6M. The position accounts for 0.2% of the portfolio, ranked #46.

Bordeaux Wealth Advisors first reported a position in DASH in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.59M in Q2 2021. 1,043 funds tracked by Wall St. Rank hold DASH as of Q2 2025.

Bordeaux Wealth Advisors held 6,471 shares of DoorDash worth $1.6M as of Q2 2025.
Bordeaux Wealth Advisors sold 4,611 DoorDash shares in Q2 2025, an estimated $925K.
DoorDash made up 0.2% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #46 holding.
Bordeaux Wealth Advisors first reported a position in DoorDash in Q1 2021 and has held it in 18 quarters since.
Bordeaux Wealth Advisors's DoorDash position peaked at $2.59M in Q2 2021.
1,043 funds tracked by Wall St. Rank held DoorDash as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.