Global Retirement Partners’s DoorDash DASH Stock Holding History

Global Retirement Partners’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 Q4	$1.29M	Buy	5,698 +1,442	+34%	+$338K	0.02%	576
2025 Q3	$1.16M	Buy	4,256 +1,387	+48%	+$348K	0.03%	504
2025 Q2	$707K	Buy	+2,869	New	+$575K	0.02%	606
2024 Q4	$318K	Buy	1,897 +232	+14%	+$38.1K	0.01%	773
2024 Q3	$238K	Buy	1,665 +549	+49%	+$66.6K	0.01%	857
2024 Q2	$121K	Buy	1,116 +154	+16%	+$18.6K	﹤0.01%	1099
2024 Q1	$132K	Buy	962 +391	+68%	+$46.1K	﹤0.01%	959
2023 Q4	$59.4K	Buy	571 +553	+3,072%	+$49K	﹤0.01%	1276
2023 Q3	$1.4K	Buy	18 +2	+13%	+$163	﹤0.01%	2669
2023 Q2	$1.22K	Hold	16	–	–	﹤0.01%	2714
2023 Q1	$998	Buy	+16	New	+$918	﹤0.01%	2736
2022 Q3	–	Sell	-22	Closed	-$1K	–	2745
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	2398
2022 Q1	$1K	Buy	+22	New	+$2.38K	﹤0.01%	2358
2021 Q4	–	Sell	-14	Closed	-$3K	–	561
2021 Q3	$3K	Buy	+14	New	+$2.68K	﹤0.01%	1743

Other funds holding DASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return