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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
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 $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Trust's DASH Position: Q1 2026 in Review

Caldwell Trust increased its DoorDash (DASH) stake by 14% in Q1 2026, buying an estimated $34.7K and bringing the position to 1,580 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #314.

Caldwell Trust first reported a position in DASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $315K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Caldwell Trust held 1,580 shares of DoorDash worth $237K as of Q1 2026.
  • Caldwell Trust bought 188 DoorDash shares in Q1 2026, an estimated $34.7K.
  • DoorDash made up 0.02% of Caldwell Trust's portfolio in Q1 2026, its #314 holding.
  • Caldwell Trust first reported a position in DoorDash in Q3 2025 and has held it in 3 quarters since.
  • Caldwell Trust's DoorDash position peaked at $315K in Q4 2025.
  • 1,011 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.