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Independent Financial Group’s DoorDash DASH Stock Holding History

Independent Financial Group’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 		$1.91M Sell
10,362
-39
-0.4% -$6.45K 0.04% 464
2026
Q1 		$1.56M Buy
10,401
+12
+0.1% +$2.22K 0.04% 475
2025
Q4 		$2.35M Sell
10,389
-551
-5% -$129K 0.05% 348
2025
Q3 		$2.98M Sell
10,940
-1,558
-12% -$391K 0.07% 271
2025
Q2 		$3.08M Buy
12,498
+1,569
+14% +$315K 0.08% 233
2025
Q1 		$2M Buy
10,929
+3,716
+52% +$699K 0.07% 278
2024
Q4 		$1.21M Buy
7,213
+2,977
+70% +$489K 0.04% 422
2024
Q3 		$605K Hold
4,236
– – 0.02% 589
2024
Q2 		$461K Sell
4,236
-478
-10% -$57.6K 0.02% 632
2024
Q1 		$649K Sell
4,714
-431
-8% -$50.8K 0.03% 500
2023
Q4 		$509K Buy
5,145
+278
+6% +$24.6K 0.03% 547
2023
Q3 		$387K Hold
4,867
– – 0.03% 567
2023
Q2 		$372K Sell
4,867
-150
-3% -$9.95K 0.03% 558
2023
Q1 		$319K Buy
5,017
+249
+5% +$14.3K 0.03% 586
2022
Q4 		$233K Buy
+4,768
New +$248K 0.02% 668
2022
Q2 		– Sell
-4,374
Closed -$513K – 732
2022
Q1 		$513K Buy
4,374
+1,500
+52% +$162K 0.04% 423
2021
Q4 		$428K Sell
2,874
-21
-0.7% -$3.98K 0.04% 467
2021
Q3 		$596K Sell
2,895
-79
-3% -$15.1K 0.06% 322
2021
Q2 		$530K Buy
+2,974
New +$436K 0.06% 350

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

Independent Financial Group's DASH Position: Q2 2026 in Review

Independent Financial Group reduced its DoorDash (DASH) stake by 0.37% in Q2 2026, selling an estimated $6.45K and leaving 10,362 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #464.

Independent Financial Group first reported a position in DASH in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q2 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Independent Financial Group held 10,362 shares of DoorDash worth $1.91M as of Q2 2026.
  • Independent Financial Group sold 39 DoorDash shares in Q2 2026, an estimated $6.45K.
  • DoorDash made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #464 holding.
  • Independent Financial Group first reported a position in DoorDash in Q2 2021 and has held it in 19 quarters since.
  • Independent Financial Group's DoorDash position peaked at $3.08M in Q2 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.