CT
DASH icon

Caldwell Trust’s DoorDash DASH Stock Holding History

Caldwell Trust’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 		$372K Buy
2,015
+435
+28% +$71.9K 0.03% 260
2026
Q1 		$237K Buy
1,580
+188
+14% +$34.7K 0.02% 314
2025
Q4 		$315K Buy
1,392
+759
+120% +$178K 0.03% 274
2025
Q3 		$172K Buy
+633
New +$159K 0.02% 334

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

Caldwell Trust's DASH Position: Q2 2026 in Review

Caldwell Trust increased its DoorDash (DASH) stake by 28% in Q2 2026, buying an estimated $71.9K and bringing the position to 2,015 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #260.

Caldwell Trust first reported a position in DASH in Q3 2025 and has held it in 4 quarters since. 1,046 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Caldwell Trust held 2,015 shares of DoorDash worth $372K as of Q2 2026.
  • Caldwell Trust bought 435 DoorDash shares in Q2 2026, an estimated $71.9K.
  • DoorDash made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #260 holding.
  • Caldwell Trust first reported a position in DoorDash in Q3 2025 and has held it in 4 quarters since.
  • 1,046 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.