BWP
DASH icon

BSW Wealth Partners’s DoorDash DASH Stock Holding History

BSW Wealth Partners’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 		$270K Buy
+1,462
New +$242K 0.03% 273
2026
Q1 		– Sell
-2,017
Closed -$457K – 322
2025
Q4 		$457K Sell
2,017
-353
-15% -$82.8K 0.05% 190
2025
Q3 		$645K Buy
2,370
+346
+17% +$86.8K 0.08% 141
2025
Q2 		$499K Buy
2,024
+82
+4% +$16.4K 0.07% 162
2025
Q1 		$355K Buy
+1,942
New +$365K 0.05% 208

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

BSW Wealth Partners's DASH Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in DoorDash (DASH) in Q2 2026: 1,462 shares worth $270K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in DASH as recently as Q4 2025.

BSW Wealth Partners first reported a position in DASH in Q1 2025 and has held it in 5 quarters since. The position peaked at $645K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • BSW Wealth Partners held 1,462 shares of DoorDash worth $270K as of Q2 2026.
  • DoorDash was a new BSW Wealth Partners position in Q2 2026.
  • DoorDash made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • BSW Wealth Partners first reported a position in DoorDash in Q1 2025 and has held it in 5 quarters since.
  • BSW Wealth Partners's DoorDash position peaked at $645K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.