Concord Wealth Partners’s DoorDash DASH Stock Holding History

Concord Wealth Partners’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
2025 Q4	–	Sell	-183	Closed	-$49.7K	–	857
2025 Q3	$49.7K	Buy	+183	New	+$45.9K	0.01%	339
2023 Q2	–	Sell	-35	Closed	-$2.23K	–	1043
2023 Q1	$2.23K	Hold	35	–	–	﹤0.01%	795
2022 Q4	$1.71K	Buy	+35	New	+$1.82K	﹤0.01%	973
2022 Q3	–	Sell	-35	Closed	-$2K	–	369
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	1006
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	951
2021 Q4	$5K	Hold	35	–	–	﹤0.01%	936
2021 Q3	$7K	Sell	35 -5	-13%	-$956	﹤0.01%	527
2021 Q2	$7K	Hold	40	–	–	﹤0.01%	681
2021 Q1	$5K	Sell	40 -95	-70%	-$15.9K	﹤0.01%	661
2020 Q4	$19K	Buy	+135	New	+$21.5K	0.01%	312

Other funds holding DASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's DASH Position: Q4 2025 in Review

Concord Wealth Partners sold out of DoorDash (DASH) in Q4 2025, closing a stake of 183 shares — an estimated $49.7K sold.

Concord Wealth Partners first reported a position in DASH in Q4 2020 and held it in 10 quarters. The position peaked at $49.7K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

Concord Wealth Partners reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 183 DoorDash shares in Q4 2025, an estimated $49.7K.
Concord Wealth Partners first reported a position in DoorDash in Q4 2020 and held it in 10 quarters.
Concord Wealth Partners's DoorDash position peaked at $49.7K in Q3 2025.
1,089 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.