Root Financial Partners’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-315
Closed -$47.3K 1081
2026
Q1
$47.3K Sell
315
-27
-8% -$4.99K ﹤0.01% 896
2025
Q4
$77.5K Buy
342
+20
+6% +$4.69K ﹤0.01% 557
2025
Q3
$87.6K Buy
+322
New +$80.8K 0.01% 480

Other funds holding DASH

Root Financial Partners's DASH Position: Q2 2026 in Review

Root Financial Partners sold out of DoorDash (DASH) in Q2 2026, closing a stake of 315 shares — an estimated $47.3K sold.

Root Financial Partners first reported a position in DASH in Q3 2025 and held it in 3 quarters. The position peaked at $87.6K in Q3 2025. 302 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Root Financial Partners reported no remaining DoorDash position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 315 DoorDash shares in Q2 2026, an estimated $47.3K.
  • Root Financial Partners first reported a position in DoorDash in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DoorDash position peaked at $87.6K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.