Regent Peak Wealth Advisors’s DoorDash DASH Stock Holding History

Regent Peak 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 Q4	–	Sell	-814	Closed	-$221K	–	198
2025 Q3	$221K	Buy	+814	New	+$204K	0.04%	177

Other funds holding DASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's DASH Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of DoorDash (DASH) in Q4 2025, closing a stake of 814 shares — an estimated $221K sold.

Regent Peak Wealth Advisors first reported a position in DASH in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

Regent Peak Wealth Advisors reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
Regent Peak Wealth Advisors sold 814 DoorDash shares in Q4 2025, an estimated $221K.
Regent Peak Wealth Advisors first reported a position in DoorDash in Q3 2025 and held it in 1 quarter.
Regent Peak Wealth Advisors's DoorDash position peaked at $221K in Q3 2025.
1,089 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.