DWM
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Diversify Wealth Management’s DoorDash DASH Stock Holding History

Diversify 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 		$2.85M Buy
15,460
+742
+5% +$123K 0.05% 310
2026
Q1 		$2.49M Buy
14,718
+4,115
+39% +$760K 0.04% 316
2025
Q4 		$2.31M Buy
+10,603
New +$2.49M 0.11% 201

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its DoorDash (DASH) stake by 5% in Q2 2026, buying an estimated $123K and bringing the position to 15,460 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #310.

Diversify Wealth Management first reported a position in DASH in Q4 2025 and has held it in 3 quarters since. 1,047 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Diversify Wealth Management held 15,460 shares of DoorDash worth $2.85M as of Q2 2026.
  • Diversify Wealth Management bought 742 DoorDash shares in Q2 2026, an estimated $123K.
  • DoorDash made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Diversify Wealth Management first reported a position in DoorDash in Q4 2025 and has held it in 3 quarters since.
  • 1,047 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.