CWM
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Circle Wealth Management’s DoorDash DASH Stock Holding History

Circle Wealth Management’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 		$286K Sell
1,552
-5,327
-77% -$880K ﹤0.01% 228
2026
Q1 		$1.03M Buy
6,879
+503
+8% +$92.9K 0.01% 135
2025
Q4 		$1.44M Buy
6,376
+5,144
+418% +$1.21M 0.02% 103
2025
Q3 		$335K Buy
1,232
+19
+2% +$4.77K 0.01% 189
2025
Q2 		$299K Buy
+1,213
New +$243K 0.01% 195

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

Circle Wealth Management's DASH Position: Q2 2026 in Review

Circle Wealth Management reduced its DoorDash (DASH) stake by 77% in Q2 2026, selling an estimated $880K and leaving 1,552 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Circle Wealth Management first reported a position in DASH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Circle Wealth Management held 1,552 shares of DoorDash worth $286K as of Q2 2026.
  • Circle Wealth Management sold 5,327 DoorDash shares in Q2 2026, an estimated $880K.
  • DoorDash made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Circle Wealth Management first reported a position in DoorDash in Q2 2025 and has held it in 5 quarters since.
  • Circle Wealth Management's DoorDash position peaked at $1.44M in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.