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Kingswood Wealth Advisors’s DoorDash DASH Stock Holding History

Kingswood 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 		$447K Buy
2,424
+126
+5% +$20.8K 0.02% 640
2026
Q1 		$345K Buy
2,298
+76
+3% +$14K 0.02% 667
2025
Q4 		$503K Sell
2,222
-232
-9% -$54.4K 0.02% 521
2025
Q3 		$667K Buy
2,454
+20
+0.8% +$5.02K 0.04% 402
2025
Q2 		$600K Buy
+2,434
New +$488K 0.05% 365

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

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

Kingswood Wealth Advisors increased its DoorDash (DASH) stake by 5.5% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,424 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #640.

Kingswood Wealth Advisors first reported a position in DASH in Q2 2025 and has held it in 5 quarters since. The position peaked at $667K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Kingswood Wealth Advisors held 2,424 shares of DoorDash worth $447K as of Q2 2026.
  • Kingswood Wealth Advisors bought 126 DoorDash shares in Q2 2026, an estimated $20.8K.
  • DoorDash made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #640 holding.
  • Kingswood Wealth Advisors first reported a position in DoorDash in Q2 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's DoorDash position peaked at $667K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.