PlanVest Financial’s DoorDash DASH Stock Holding History

PlanVest 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	$2.21K	Hold	12	–	–	﹤0.01%	512
2026 Q1	$1.8K	Buy	+12	New	+$2.22K	﹤0.01%	497

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PlanVest Financial's DASH Position: Q2 2026 in Review

PlanVest Financial held its DoorDash (DASH) position steady in Q2 2026 at 12 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

PlanVest Financial first reported a position in DASH in Q1 2026 and has held it in 2 quarters since. 975 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

PlanVest Financial held 12 shares of DoorDash worth $2.21K as of Q2 2026.
PlanVest Financial left its DoorDash share count unchanged in Q2 2026.
DoorDash made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #512 holding.
PlanVest Financial first reported a position in DoorDash in Q1 2026 and has held it in 2 quarters since.
975 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.