Clearstead Advisors’s DoorDash DASH Stock Holding History

Clearstead Advisors’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	$55.7K	Sell	371 -988	-73%	-$183K	﹤0.01%	1260
2025 Q4	$308K	Sell	1,359 -1,245	-48%	-$292K	﹤0.01%	804
2025 Q3	$708K	Sell	2,604 -25	-1%	-$6.27K	0.01%	540
2025 Q2	$648K	Buy	2,629 +1,953	+289%	+$392K	0.01%	540
2025 Q1	$124K	Buy	676 +469	+227%	+$88.2K	﹤0.01%	936
2024 Q4	$34.7K	Sell	207 -8	-4%	-$1.31K	﹤0.01%	1249
2024 Q3	$30.7K	Hold	215	–	–	﹤0.01%	1317
2024 Q2	$23.4K	Buy	215 +11	+5%	+$1.32K	﹤0.01%	1337
2024 Q1	$23.8K	Buy	204 +50	+32%	+$5.89K	﹤0.01%	918
2023 Q4	$15.2K	Sell	154 -154	-50%	-$13.6K	﹤0.01%	989
2023 Q3	$24.5K	Buy	308 +154	+100%	+$12.5K	﹤0.01%	988
2023 Q2	$11.8K	Hold	154	–	–	﹤0.01%	967
2023 Q1	$9.79K	Hold	154	–	–	﹤0.01%	951
2022 Q4	$7.52K	Buy	154 +100	+185%	+$5.19K	﹤0.01%	941
2022 Q3	$3K	Sell	54 -270	-83%	-$18K	﹤0.01%	1022
2022 Q2	$21K	Buy	324 +80	+33%	+$6.35K	﹤0.01%	786
2022 Q1	$29K	Buy	244 +135	+124%	+$14.6K	﹤0.01%	782
2021 Q4	$16K	Sell	109 -49	-31%	-$9.28K	﹤0.01%	860
2021 Q3	$33K	Buy	158 +154	+3,850%	+$29.5K	﹤0.01%	679
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	1137
2021 Q1	$1K	Buy	+4	New	+$670	﹤0.01%	1018

Other funds holding DASH

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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