Lyell Wealth Management
DASH icon

Lyell Wealth Management’s DoorDash DASH Stock Holding History

Lyell Wealth Management’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
Q3 		$608K Buy
3,313
+300
+10% +$60.6K 0.04% 157
2026
Q2 		$556K Sell
3,013
-1,014
-25% -$168K 0.03% 158
2026
Q1 		$605K Sell
4,027
-1,500
-27% -$277K 0.04% 142
2025
Q4 		$1.25M Buy
5,527
+27
+0.5% +$6.33K 0.09% 109
2025
Q3 		$1.5M Sell
5,500
-300
-5% -$75.2K 0.11% 99
2025
Q2 		$1.43M Sell
5,800
-3,467
-37% -$695K 0.11% 100
2025
Q1 		$1.69M Sell
9,267
-2,000
-18% -$376K 0.16% 100
2024
Q4 		$1.89M Hold
11,267
– – 0.17% 97
2024
Q3 		$1.61M Sell
11,267
-4,795
-30% -$582K 0.15% 102
2024
Q2 		$1.75M Sell
16,062
-22,072
-58% -$2.66M 0.17% 100
2024
Q1 		$5.25M Buy
38,134
+938
+3% +$110K 0.53% 66
2023
Q4 		$3.68M Buy
37,196
+1,757
+5% +$156K 0.42% 72
2023
Q3 		$2.82M Sell
35,439
-15,990
-31% -$1.3M 0.38% 79
2023
Q2 		$3.93M Sell
51,429
-3,966
-7% -$263K 0.5% 66
2023
Q1 		$3.52M Sell
55,395
-5,427
-9% -$311K 0.49% 69
2022
Q4 		$2.97M Buy
60,822
+495
+0.8% +$25.7K 0.47% 73
2022
Q3 		$2.98M Buy
60,327
+35,244
+141% +$2.35M 0.51% 71
2022
Q2 		$1.61M Buy
25,083
+4,128
+20% +$328K 0.26% 90
2022
Q1 		$2.46M Sell
20,955
-9,329
-31% -$1.01M 0.32% 83
2021
Q4 		$4.51M Buy
30,284
+5,961
+25% +$1.13M 0.51% 66
2021
Q3 		$5.01M Buy
24,323
+16,217
+200% +$3.1M 0.61% 59
2021
Q2 		$1.45M Buy
+8,106
New +$1.19M 0.18% 89

Other funds holding DASH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lyell Wealth Management's DASH Position: Q3 2026 in Review

Lyell Wealth Management increased its DoorDash (DASH) stake by 10% in Q3 2026, buying an estimated $60.6K and bringing the position to 3,313 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #157.

Lyell Wealth Management first reported a position in DASH in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.25M in Q1 2024. 575 funds tracked by Wall St. Rank hold DASH as of Q3 2026.

  • Lyell Wealth Management held 3,313 shares of DoorDash worth $608K as of Q3 2026.
  • Lyell Wealth Management bought 300 DoorDash shares in Q3 2026, an estimated $60.6K.
  • DoorDash made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #157 holding.
  • Lyell Wealth Management first reported a position in DoorDash in Q2 2021 and has held it in 22 quarters since.
  • Lyell Wealth Management's DoorDash position peaked at $5.25M in Q1 2024.
  • 575 funds tracked by Wall St. Rank held DoorDash as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.