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 Q2	$390K	Sell	2,113 -119	-5%	-$19.7K	﹤0.01%	1827
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 $31.9B AUM 28.45% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Wealth Concepts's DASH Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its DoorDash (DASH) stake by 5.3% in Q2 2026, selling an estimated $19.7K and leaving 2,113 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Integrated Wealth Concepts first reported a position in DASH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.98M in Q3 2025. 1,046 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Integrated Wealth Concepts held 2,113 shares of DoorDash worth $390K as of Q2 2026.
Integrated Wealth Concepts sold 119 DoorDash shares in Q2 2026, an estimated $19.7K.
DoorDash made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1827 holding.
Integrated Wealth Concepts first reported a position in DoorDash in Q4 2024 and has held it in 6 quarters since.
Integrated Wealth Concepts's DoorDash position peaked at $1.98M in Q3 2025.
1,046 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.