Creative Planning’s DoorDash DASH Stock Holding History

Creative Planning’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	–	Sell	-12,400	Closed	-$6.1K	–	4127
2025 Q4	$6.1K	Sell	12,400 -600	-5%	-$141K	﹤0.01%	3877
2025 Q3	$45.1K	Buy	+13,000	New	+$3.26M	﹤0.01%	3769
2025 Q2	–	Sell	-23,300	Closed	-$88.5K	–	3708
2025 Q1	$88.5K	Sell	23,300 -6,500	-22%	-$1.22M	﹤0.01%	3269
2024 Q4	$5.07K	Buy	+29,800	New	+$4.9M	﹤0.01%	3410
2024 Q1	–	Sell	-15,000	Closed	-$5.2K	–	2947
2023 Q4	$5.2K	Buy	15,000 +2,300	+18%	+$204K	﹤0.01%	2730
2023 Q3	$18.6K	Buy	12,700 +4,500	+55%	+$366K	﹤0.01%	2595
2023 Q2	$984	Hold	8,200	–	–	﹤0.01%	2613
2023 Q1	$27.9K	Buy	+8,200	New	+$470K	﹤0.01%	2388

Other funds holding DASH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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 Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Creative Planning's DASH Position: Q2 2026 in Review

Creative Planning increased its DoorDash (DASH) stake by 11% in Q2 2026, buying an estimated $1.42M and bringing the position to 84,989 shares worth $15.7M. The position accounts for 0.01% of the portfolio, ranked #616.

Creative Planning first reported a position in DASH in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.2M in Q3 2025. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Creative Planning held 84,989 shares of DoorDash worth $15.7M as of Q2 2026.
Creative Planning bought 8,569 DoorDash shares in Q2 2026, an estimated $1.42M.
DoorDash made up 0.01% of Creative Planning's portfolio in Q2 2026, its #616 holding.
Creative Planning first reported a position in DoorDash in Q1 2021 and has held it in 22 quarters since.
Creative Planning's DoorDash position peaked at $23.2M in Q3 2025.
1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.