JWA
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JFS Wealth Advisors’s DoorDash DASH Stock Holding History

JFS 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
2026
Q2 		$15.7K Buy
85
+21
+33% +$3.47K ﹤0.01% 836
2026
Q1 		$9.61K Sell
64
-44
-41% -$8.13K ﹤0.01% 965
2025
Q4 		$24.5K Buy
108
+31
+40% +$7.27K ﹤0.01% 692
2025
Q3 		$20.9K Buy
77
+5
+7% +$1.25K ﹤0.01% 685
2025
Q2 		$17.7K Sell
72
-1
-1% -$201 ﹤0.01% 683
2025
Q1 		$13.3K Buy
73
+4
+6% +$752 ﹤0.01% 778
2024
Q4 		$11.6K Buy
69
+3
+5% +$493 ﹤0.01% 810
2024
Q3 		$9.42K Buy
66
+16
+32% +$1.94K ﹤0.01% 875
2024
Q2 		$5.44K Hold
50
– – ﹤0.01% 1029
2024
Q1 		$6.89K Hold
50
– – ﹤0.01% 961
2023
Q4 		$4.95K Buy
50
+9
+22% +$797 ﹤0.01% 1061
2023
Q3 		$3.26K Buy
41
+28
+215% +$2.28K ﹤0.01% 1180
2023
Q2 		$994 Buy
+13
New +$862 ﹤0.01% 1609

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

JFS Wealth Advisors's DASH Position: Q2 2026 in Review

JFS Wealth Advisors increased its DoorDash (DASH) stake by 33% in Q2 2026, buying an estimated $3.47K and bringing the position to 85 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

JFS Wealth Advisors first reported a position in DASH in Q2 2023 and has held it in 13 quarters since. The position peaked at $24.5K in Q4 2025. 1,038 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • JFS Wealth Advisors held 85 shares of DoorDash worth $15.7K as of Q2 2026.
  • JFS Wealth Advisors bought 21 DoorDash shares in Q2 2026, an estimated $3.47K.
  • DoorDash made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #836 holding.
  • JFS Wealth Advisors first reported a position in DoorDash in Q2 2023 and has held it in 13 quarters since.
  • JFS Wealth Advisors's DoorDash position peaked at $24.5K in Q4 2025.
  • 1,038 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.