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Mount Yale Investment Advisors’s DoorDash DASH Stock Holding History

Mount Yale Investment 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
2026
Q1 		$311K Sell
2,072
-198
-9% -$36.6K 0.01% 875
2025
Q4 		$514K Buy
2,270
+1,191
+110% +$279K 0.02% 455
2025
Q3 		$293K Buy
1,079
+1,074
+21,480% +$269K 0.02% 528
2025
Q2 		$1.23K Buy
+5
New +$1K ﹤0.01% 1377
2021
Q4 		– Sell
-1,449
Closed -$298K – 469
2021
Q3 		$298K Sell
1,449
-3,027
-68% -$579K 0.03% 353
2021
Q2 		$798K Buy
4,476
+845
+23% +$124K 0.1% 215
2021
Q1 		$476K Buy
+3,631
New +$608K 0.06% 267

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's DASH Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its DoorDash (DASH) stake by 8.7% in Q1 2026, selling an estimated $36.6K and leaving 2,072 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #875.

Mount Yale Investment Advisors first reported a position in DASH in Q1 2021 and has held it in 7 quarters since. The position peaked at $798K in Q2 2021. 1,012 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Mount Yale Investment Advisors held 2,072 shares of DoorDash worth $311K as of Q1 2026.
  • Mount Yale Investment Advisors sold 198 DoorDash shares in Q1 2026, an estimated $36.6K.
  • DoorDash made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #875 holding.
  • Mount Yale Investment Advisors first reported a position in DoorDash in Q1 2021 and has held it in 7 quarters since.
  • Mount Yale Investment Advisors's DoorDash position peaked at $798K in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.