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Montag & Associates’s DoorDash DASH Stock Holding History

Montag & Associates’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
Q1 		$1.59K Sell
11
-15
-58% -$2.77K ﹤0.01% 862
2025
Q4 		$5.96K Sell
26
-561
-96% -$132K ﹤0.01% 805
2025
Q3 		$160K Buy
587
+10
+2% +$2.51K 0.01% 426
2025
Q2 		$142K Buy
577
+549
+1,961% +$110K 0.01% 438
2025
Q1 		$5.1K Buy
28
+12
+75% +$2.26K ﹤0.01% 842
2024
Q4 		$2.67K Hold
16
– – ﹤0.01% 872
2024
Q3 		$2.27K Hold
16
– – ﹤0.01% 913
2024
Q2 		$1.73K Buy
16
+3
+23% +$361 ﹤0.01% 878
2024
Q1 		$1.79K Buy
+13
New +$1.53K ﹤0.01% 872

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Associates's DASH Position: Q1 2026 in Review

Montag & Associates reduced its DoorDash (DASH) stake by 58% in Q1 2026, selling an estimated $2.77K and leaving 11 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Montag & Associates first reported a position in DASH in Q1 2024 and has held it in 9 quarters since. The position peaked at $160K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Montag & Associates held 11 shares of DoorDash worth $1.59K as of Q1 2026.
  • Montag & Associates sold 15 DoorDash shares in Q1 2026, an estimated $2.77K.
  • DoorDash made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #862 holding.
  • Montag & Associates first reported a position in DoorDash in Q1 2024 and has held it in 9 quarters since.
  • Montag & Associates's DoorDash position peaked at $160K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.