Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s DoorDash DASH Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.34M Sell
8,915
-12,016
-57% -$2.22M ﹤0.01% 1384
2025
Q4 		$4.74M Sell
20,931
-35,356
-63% -$8.29M 0.01% 799
2025
Q3 		$15.3M Buy
56,287
+1,765
+3% +$443K 0.05% 353
2025
Q2 		$13.4M Buy
54,522
+14,087
+35% +$2.83M 0.05% 324
2025
Q1 		$7.39M Buy
40,435
+26,520
+191% +$4.99M 0.03% 422
2024
Q4 		$2.33M Buy
13,915
+3,210
+30% +$527K 0.01% 725
2024
Q3 		$1.53M Buy
10,705
+5,273
+97% +$640K 0.01% 824
2024
Q2 		$591K Buy
5,432
+811
+18% +$97.7K ﹤0.01% 1124
2024
Q1 		$636K Buy
4,621
+285
+7% +$33.6K ﹤0.01% 1036
2023
Q4 		$429K Buy
4,336
+1,652
+62% +$146K ﹤0.01% 1121
2023
Q3 		$213K Buy
2,684
+437
+19% +$35.6K ﹤0.01% 1288
2023
Q2 		$172K Buy
2,247
+295
+15% +$19.6K ﹤0.01% 1315
2023
Q1 		$124K Buy
1,952
+187
+11% +$10.7K ﹤0.01% 1381
2022
Q4 		$86K Buy
1,765
+1,245
+239% +$64.6K ﹤0.01% 1444
2022
Q3 		$26K Sell
520
-46
-8% -$3.07K ﹤0.01% 2049
2022
Q2 		$36K Buy
566
+127
+29% +$10.1K ﹤0.01% 1778
2022
Q1 		$51K Buy
439
+377
+608% +$40.8K ﹤0.01% 1602
2021
Q4 		$9K Buy
+62
New +$11.7K ﹤0.01% 2397
2021
Q2 		$1K Hold
3
– – ﹤0.01% 2768
2021
Q1 		$1K Hold
3
– – ﹤0.01% 2768
2020
Q4 		$1K Buy
+3
New +$479 ﹤0.01% 2768

Other funds holding DASH

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DASH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its DoorDash (DASH) stake by 57% in Q1 2026, selling an estimated $2.22M and leaving 8,915 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Carson Wealth (CWM LLC) first reported a position in DASH in Q4 2020 and has held it in 21 quarters since. The position peaked at $15.3M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,915 shares of DoorDash worth $1.34M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 12,016 DoorDash shares in Q1 2026, an estimated $2.22M.
  • DoorDash made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1384 holding.
  • Carson Wealth (CWM LLC) first reported a position in DoorDash in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s DoorDash position peaked at $15.3M in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.