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Optimize Financial’s DoorDash DASH Stock Holding History

Optimize Financial’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 		$658K Sell
3,564
-12
-0.3% -$1.98K 0.24% 76
2026
Q1 		$537K Buy
3,576
+1,126
+46% +$208K 0.26% 88
2025
Q4 		$555K Buy
2,450
+32
+1% +$7.51K 0.28% 99
2025
Q3 		$658K Buy
+2,418
New +$607K 0.34% 55

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

Optimize Financial's DASH Position: Q2 2026 in Review

Optimize Financial reduced its DoorDash (DASH) stake by 0.34% in Q2 2026, selling an estimated $1.98K and leaving 3,564 shares worth $658K. The position accounts for 0.24% of the portfolio, ranked #76.

Optimize Financial first reported a position in DASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $658K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Optimize Financial held 3,564 shares of DoorDash worth $658K as of Q2 2026.
  • Optimize Financial sold 12 DoorDash shares in Q2 2026, an estimated $1.98K.
  • DoorDash made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #76 holding.
  • Optimize Financial first reported a position in DoorDash in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's DoorDash position peaked at $658K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.