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Forum Financial Management’s DoorDash DASH Stock Holding History

Forum Financial 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 		– Sell
-2,443
Closed -$553K – 503
2025
Q4 		$553K Buy
2,443
+2
+0.1% +$469 0.01% 429
2025
Q3 		$664K Hold
2,441
– – 0.01% 351
2025
Q2 		$602K Buy
2,441
+158
+7% +$31.7K 0.01% 351
2025
Q1 		$417K Sell
2,283
-1,158
-34% -$218K 0.01% 439
2024
Q4 		$577K Buy
3,441
+10
+0.3% +$1.64K 0.01% 325
2024
Q3 		$490K Buy
3,431
+9
+0.3% +$1.09K 0.01% 337
2024
Q2 		$372K Buy
3,422
+202
+6% +$24.3K 0.01% 408
2024
Q1 		$443K Sell
3,220
-26
-0.8% -$3.06K 0.01% 367
2023
Q4 		$321K Buy
3,246
+26
+0.8% +$2.3K 0.01% 430
2023
Q3 		$256K Hold
3,220
– – 0.01% 477
2023
Q2 		$246K Hold
3,220
– – 0.01% 514
2023
Q1 		$205K Buy
+3,220
New +$185K 0.01% 561

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's DASH Position: Q1 2026 in Review

Forum Financial Management sold out of DoorDash (DASH) in Q1 2026, closing a stake of 2,443 shares — an estimated $553K sold.

Forum Financial Management first reported a position in DASH in Q1 2023 and held it in 12 quarters. The position peaked at $664K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Forum Financial Management reported no remaining DoorDash position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,443 DoorDash shares in Q1 2026, an estimated $553K.
  • Forum Financial Management first reported a position in DoorDash in Q1 2023 and held it in 12 quarters.
  • Forum Financial Management's DoorDash position peaked at $664K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.