Root Financial Partners
DASH icon

Root Financial Partners’s DoorDash DASH Stock Holding History

Root Financial Partners’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
Q3 		$107K Buy
+582
New +$118K ﹤0.01% 709
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

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
SC US (TTGP)
SC US (TTGP) Menlo Park, California $25.6B AUM 36.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Root Financial Partners's DASH Position: Q3 2026 in Review

Root Financial Partners opened a new position in DoorDash (DASH) in Q3 2026: 582 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DASH as recently as Q1 2026.

Root Financial Partners first reported a position in DASH in Q3 2025 and has held it in 4 quarters since. 899 funds tracked by Wall St. Rank hold DASH as of Q3 2026.

  • Root Financial Partners held 582 shares of DoorDash worth $107K as of Q3 2026.
  • DoorDash was a new Root Financial Partners position in Q3 2026.
  • DoorDash made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #709 holding.
  • Root Financial Partners first reported a position in DoorDash in Q3 2025 and has held it in 4 quarters since.
  • 899 funds tracked by Wall St. Rank held DoorDash as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.