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Integrated Wealth Concepts’s DoorDash DASH Stock Holding History

Integrated Wealth Concepts’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 		$335K Buy
+2,232
New +$412K ﹤0.01% 1784
2025
Q4 		– Sell
-7,267
Closed -$1.98M – 1714
2025
Q3 		$1.98M Buy
7,267
+2,008
+38% +$504K 0.02% 677
2025
Q2 		$1.3M Buy
5,259
+3,544
+207% +$711K 0.01% 792
2025
Q1 		$314K Buy
1,715
+303
+21% +$57K ﹤0.01% 1393
2024
Q4 		$237K Buy
+1,412
New +$232K ﹤0.01% 1513

Other funds holding DASH

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Concepts's DASH Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in DoorDash (DASH) in Q1 2026: 2,232 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in DASH as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in DASH in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.98M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Integrated Wealth Concepts held 2,232 shares of DoorDash worth $335K as of Q1 2026.
  • DoorDash was a new Integrated Wealth Concepts position in Q1 2026.
  • DoorDash made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1784 holding.
  • Integrated Wealth Concepts first reported a position in DoorDash in Q4 2024 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's DoorDash position peaked at $1.98M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.