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Morris Financial Concepts’s DoorDash DASH Stock Holding History

Morris Financial Concepts’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
-1,162
Closed -$263K – 197
2025
Q4 		$263K Sell
1,162
-3
-0.3% -$704 0.09% 117
2025
Q3 		$317K Sell
1,165
-52
-4% -$13K 0.11% 99
2025
Q2 		$300K Buy
1,217
+3
+0.2% +$602 0.12% 101
2025
Q1 		$222K Buy
1,214
+10
+0.8% +$1.88K 0.09% 123
2024
Q4 		$202K Buy
+1,204
New +$198K 0.09% 122

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

Morris Financial Concepts's DASH Position: Q1 2026 in Review

Morris Financial Concepts sold out of DoorDash (DASH) in Q1 2026, closing a stake of 1,162 shares — an estimated $263K sold.

Morris Financial Concepts first reported a position in DASH in Q4 2024 and held it in 5 quarters. The position peaked at $317K in Q3 2025. 1,018 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Morris Financial Concepts reported no remaining DoorDash position as of Q1 2026 after selling out during the quarter.
  • Morris Financial Concepts sold 1,162 DoorDash shares in Q1 2026, an estimated $263K.
  • Morris Financial Concepts first reported a position in DoorDash in Q4 2024 and held it in 5 quarters.
  • Morris Financial Concepts's DoorDash position peaked at $317K in Q3 2025.
  • 1,018 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Morris Financial Concepts's 13F filing for Q1 2026, filed 17 Apr 2026.