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Marshall & Sterling Wealth Advisors’s DoorDash DASH Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-32
Closed -$8.7K – 412
2025
Q3 		$8.7K Hold
32
– – 0.01% 378
2025
Q2 		$7.89K Buy
+32
New +$6.42K 0.01% 381

Other funds holding DASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DASH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of DoorDash (DASH) in Q4 2025, closing a stake of 32 shares — an estimated $8.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in DASH in Q2 2025 and held it in 2 quarters. The position peaked at $8.7K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 32 DoorDash shares in Q4 2025, an estimated $8.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in DoorDash in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's DoorDash position peaked at $8.7K in Q3 2025.
  • 1,089 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.