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LVW Advisors’s DoorDash DASH Stock Holding History

LVW 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 		$265K Sell
1,437
-6
-0.4% -$992 0.02% 379
2026
Q1 		$217K Sell
1,443
-270
-16% -$49.9K 0.02% 401
2025
Q4 		$388K Sell
1,713
-178
-9% -$41.8K 0.04% 237
2025
Q3 		$514K Buy
1,891
+328
+21% +$82.3K 0.05% 187
2025
Q2 		$385K Buy
1,563
+68
+5% +$13.6K 0.04% 230
2025
Q1 		$273K Buy
1,495
+86
+6% +$16.2K 0.03% 250
2024
Q4 		$236K Buy
+1,409
New +$231K 0.03% 280

Other funds holding DASH

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LVW Advisors's DASH Position: Q2 2026 in Review

LVW Advisors reduced its DoorDash (DASH) stake by 0.42% in Q2 2026, selling an estimated $992 and leaving 1,437 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #379.

LVW Advisors first reported a position in DASH in Q4 2024 and has held it in 7 quarters since. The position peaked at $514K in Q3 2025. 336 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • LVW Advisors held 1,437 shares of DoorDash worth $265K as of Q2 2026.
  • LVW Advisors sold 6 DoorDash shares in Q2 2026, an estimated $992.
  • DoorDash made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #379 holding.
  • LVW Advisors first reported a position in DoorDash in Q4 2024 and has held it in 7 quarters since.
  • LVW Advisors's DoorDash position peaked at $514K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.