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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's DASH Position: Q2 2025 in Review

EP Wealth Advisors reduced its DoorDash (DASH) stake by 55% in Q2 2025, selling an estimated $614K and leaving 2,536 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

EP Wealth Advisors first reported a position in DASH in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold DASH as of Q2 2025.

  • EP Wealth Advisors held 2,536 shares of DoorDash worth $625K as of Q2 2025.
  • EP Wealth Advisors sold 3,060 DoorDash shares in Q2 2025, an estimated $614K.
  • DoorDash made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #702 holding.
  • EP Wealth Advisors first reported a position in DoorDash in Q3 2024 and has held it in 4 quarters since.
  • EP Wealth Advisors's DoorDash position peaked at $1.02M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held DoorDash as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.