LWM
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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
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

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

Lyell Wealth Management's DASH Position: Q2 2026 in Review

Lyell Wealth Management reduced its DoorDash (DASH) stake by 25% in Q2 2026, selling an estimated $168K and leaving 3,013 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #158.

Lyell Wealth Management first reported a position in DASH in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.25M in Q1 2024. 1,046 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Lyell Wealth Management held 3,013 shares of DoorDash worth $556K as of Q2 2026.
  • Lyell Wealth Management sold 1,014 DoorDash shares in Q2 2026, an estimated $168K.
  • DoorDash made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Lyell Wealth Management first reported a position in DoorDash in Q2 2021 and has held it in 21 quarters since.
  • Lyell Wealth Management's DoorDash position peaked at $5.25M in Q1 2024.
  • 1,046 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.