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New Insight Wealth Advisors’s DoorDash DASH Stock Holding History

New Insight 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
2026
Q2 		$263K Sell
1,423
-4
-0.3% -$661 0.08% 108
2026
Q1 		$214K Hold
1,427
– – 0.08% 104
2025
Q4 		$323K Sell
1,427
-33
-2% -$7.74K 0.12% 91
2025
Q3 		$397K Sell
1,460
-103
-7% -$25.8K 0.15% 84
2025
Q2 		$385K Sell
1,563
-65
-4% -$13K 0.16% 75
2025
Q1 		$298K Hold
1,628
– – 0.14% 79
2024
Q4 		$273K Sell
1,628
-209
-11% -$34.3K 0.14% 72
2024
Q3 		$262K Sell
1,837
-120
-6% -$14.6K 0.14% 73
2024
Q2 		$213K Buy
1,957
+51
+3% +$6.14K 0.13% 80
2024
Q1 		$262K Sell
1,906
-272
-12% -$32K 0.16% 67
2023
Q4 		$215K Buy
+2,178
New +$193K 0.15% 73

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

New Insight Wealth Advisors's DASH Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its DoorDash (DASH) stake by 0.28% in Q2 2026, selling an estimated $661 and leaving 1,423 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #108.

New Insight Wealth Advisors first reported a position in DASH in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q3 2025. 1,044 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • New Insight Wealth Advisors held 1,423 shares of DoorDash worth $263K as of Q2 2026.
  • New Insight Wealth Advisors sold 4 DoorDash shares in Q2 2026, an estimated $661.
  • DoorDash made up 0.08% of New Insight Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • New Insight Wealth Advisors first reported a position in DoorDash in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's DoorDash position peaked at $397K in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.