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
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 $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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

Diversify Wealth Management's DASH Position: Q1 2026 in Review

Diversify Wealth Management increased its DoorDash (DASH) stake by 39% in Q1 2026, buying an estimated $760K and bringing the position to 14,718 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #316.

Diversify Wealth Management first reported a position in DASH in Q4 2025 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Diversify Wealth Management held 14,718 shares of DoorDash worth $2.49M as of Q1 2026.
  • Diversify Wealth Management bought 4,115 DoorDash shares in Q1 2026, an estimated $760K.
  • DoorDash made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #316 holding.
  • Diversify Wealth Management first reported a position in DoorDash in Q4 2025 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.