MWM
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Moran Wealth Management’s DoorDash DASH Stock Holding History

Moran 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
Q1 		– Sell
-1,508
Closed -$342K – 498
2025
Q4 		$342K Sell
1,508
-271
-15% -$63.6K 0.01% 433
2025
Q3 		$484K Buy
1,779
+151
+9% +$37.9K 0.01% 410
2025
Q2 		$401K Buy
1,628
+365
+29% +$73.2K 0.01% 433
2025
Q1 		$231K Buy
+1,263
New +$238K 0.01% 417

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's DASH Position: Q1 2026 in Review

Moran Wealth Management sold out of DoorDash (DASH) in Q1 2026, closing a stake of 1,508 shares — an estimated $342K sold.

Moran Wealth Management first reported a position in DASH in Q1 2025 and held it in 4 quarters. The position peaked at $484K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Moran Wealth Management reported no remaining DoorDash position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 1,508 DoorDash shares in Q1 2026, an estimated $342K.
  • Moran Wealth Management first reported a position in DoorDash in Q1 2025 and held it in 4 quarters.
  • Moran Wealth Management's DoorDash position peaked at $484K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.