NW
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NewEdge Wealth’s DoorDash DASH Stock Holding History

NewEdge Wealth’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 		$1.38M Sell
7,455
-49
-0.7% -$8.1K 0.01% 567
2026
Q1 		$1.13M Sell
7,504
-2,068
-22% -$382K 0.01% 588
2025
Q4 		$2.17M Buy
9,572
+4,638
+94% +$1.09M 0.02% 426
2025
Q3 		$1.17M Buy
4,934
+853
+21% +$214K 0.02% 530
2025
Q2 		$1.11M Buy
4,081
+23
+0.6% +$4.61K 0.02% 506
2025
Q1 		$742K Buy
4,058
+31
+0.8% +$5.83K 0.01% 544
2024
Q4 		$676K Buy
4,027
+1,081
+37% +$178K 0.01% 566
2024
Q3 		$420K Buy
2,946
+232
+9% +$28.1K 0.01% 656
2024
Q2 		$295K Buy
2,714
+45
+2% +$5.42K 0.01% 645
2024
Q1 		$305K Buy
2,669
+29
+1% +$3.42K 0.01% 659
2023
Q4 		$261K Buy
+2,640
New +$234K 0.01% 651
2022
Q3 		– Sell
-4,051
Closed -$260K – 541
2022
Q2 		$260K Buy
4,051
+14
+0.3% +$1.11K 0.01% 487
2022
Q1 		$473K Buy
4,037
+4
+0.1% +$433 0.02% 308
2021
Q4 		$601K Hold
4,033
– – 0.03% 275
2021
Q3 		$831K Buy
4,033
+2,245
+126% +$429K 0.05% 193
2021
Q2 		$319K Hold
1,788
– – 0.02% 237
2021
Q1 		$234K Buy
+1,788
New +$300K 0.02% 273

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

NewEdge Wealth's DASH Position: Q2 2026 in Review

NewEdge Wealth reduced its DoorDash (DASH) stake by 0.65% in Q2 2026, selling an estimated $8.1K and leaving 7,455 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #567.

NewEdge Wealth first reported a position in DASH in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.17M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • NewEdge Wealth held 7,455 shares of DoorDash worth $1.38M as of Q2 2026.
  • NewEdge Wealth sold 49 DoorDash shares in Q2 2026, an estimated $8.1K.
  • DoorDash made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #567 holding.
  • NewEdge Wealth first reported a position in DoorDash in Q1 2021 and has held it in 17 quarters since.
  • NewEdge Wealth's DoorDash position peaked at $2.17M in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.