Heartwood Wealth Advisors’s DoorDash DASH Stock Holding History

Heartwood 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 Q4	–	Sell	-5	Closed	-$1.36K	–	300
2025 Q3	$1.36K	Buy	+5	New	+$1.25K	﹤0.01%	530

Other funds holding DASH

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Heartwood Wealth Advisors's DASH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of DoorDash (DASH) in Q4 2025, closing a stake of 5 shares — an estimated $1.36K sold.

Heartwood Wealth Advisors first reported a position in DASH in Q3 2025 and held it in 1 quarter. The position peaked at $1.36K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

Heartwood Wealth Advisors reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 5 DoorDash shares in Q4 2025, an estimated $1.36K.
Heartwood Wealth Advisors first reported a position in DoorDash in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's DoorDash position peaked at $1.36K in Q3 2025.
1,086 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.