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Palo Alto Wealth Advisors’s DoorDash DASH Stock Holding History

Palo Alto 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
2025
Q3 		$2.42M Buy
12,073
+14
+0.1% +$3.51K 0.71% 18
2025
Q2 		$2.97M Buy
12,059
+2
+0% +$401 1.12% 17
2025
Q1 		$2.38M Buy
12,057
+54
+0.4% +$10.2K 0.93% 16
2024
Q4 		$2.01M Buy
12,003
+3
+0% +$493 0.71% 17
2024
Q3 		$1.83M Buy
+12,000
New +$1.46M 0.76% 17

Other funds holding DASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Palo Alto Wealth Advisors's DASH Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its DoorDash (DASH) stake by 0.12% in Q3 2025, buying an estimated $3.51K and bringing the position to 12,073 shares worth $2.42M. The position accounts for 0.71% of the portfolio, ranked #18.

Palo Alto Wealth Advisors first reported a position in DASH in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.97M in Q2 2025. 1,100 funds tracked by Wall St. Rank hold DASH as of Q3 2025.

  • Palo Alto Wealth Advisors held 12,073 shares of DoorDash worth $2.42M as of Q3 2025.
  • Palo Alto Wealth Advisors bought 14 DoorDash shares in Q3 2025, an estimated $3.51K.
  • DoorDash made up 0.71% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #18 holding.
  • Palo Alto Wealth Advisors first reported a position in DoorDash in Q3 2024 and has held it in 5 quarters since.
  • Palo Alto Wealth Advisors's DoorDash position peaked at $2.97M in Q2 2025.
  • 1,100 funds tracked by Wall St. Rank held DoorDash as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.