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EP Wealth Advisors’s DoorDash DASH Stock Holding History

EP Wealth 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
Q2 		$234K Buy
+1,269
New +$210K ﹤0.01% 1431
2025
Q2 		$625K Sell
2,536
-3,060
-55% -$614K ﹤0.01% 702
2025
Q1 		$1.02M Sell
5,596
-64
-1% -$12K 0.01% 494
2024
Q4 		$949K Sell
5,660
-149
-3% -$24.5K 0.01% 515
2024
Q3 		$829K Buy
+5,809
New +$705K 0.01% 541

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's DASH Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in DoorDash (DASH) in Q2 2026: 1,269 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1431 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DASH as recently as Q2 2025.

EP Wealth Advisors first reported a position in DASH in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2025. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • EP Wealth Advisors held 1,269 shares of DoorDash worth $234K as of Q2 2026.
  • DoorDash was a new EP Wealth Advisors position in Q2 2026.
  • DoorDash made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1431 holding.
  • EP Wealth Advisors first reported a position in DoorDash in Q3 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's DoorDash position peaked at $1.02M in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.