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Summit Financial’s DoorDash DASH Stock Holding History

Summit 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
Q1 		$429K Sell
2,858
-3,713
-57% -$686K 0.01% 1047
2025
Q4 		$1.49M Buy
6,571
+241
+4% +$56.5K 0.02% 554
2025
Q3 		$1.72M Buy
+6,330
New +$1.59M 0.03% 508

Other funds holding DASH

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's DASH Position: Q1 2026 in Review

Summit Financial reduced its DoorDash (DASH) stake by 57% in Q1 2026, selling an estimated $686K and leaving 2,858 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #1047.

Summit Financial first reported a position in DASH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Summit Financial held 2,858 shares of DoorDash worth $429K as of Q1 2026.
  • Summit Financial sold 3,713 DoorDash shares in Q1 2026, an estimated $686K.
  • DoorDash made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1047 holding.
  • Summit Financial first reported a position in DoorDash in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's DoorDash position peaked at $1.72M in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.