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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
Q2 		$357K Sell
1,935
-923
-32% -$153K ﹤0.01% 1242
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 $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Financial's DASH Position: Q2 2026 in Review

Summit Financial reduced its DoorDash (DASH) stake by 32% in Q2 2026, selling an estimated $153K and leaving 1,935 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Summit Financial first reported a position in DASH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q3 2025. 1,046 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Summit Financial held 1,935 shares of DoorDash worth $357K as of Q2 2026.
  • Summit Financial sold 923 DoorDash shares in Q2 2026, an estimated $153K.
  • DoorDash made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1242 holding.
  • Summit Financial first reported a position in DoorDash in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's DoorDash position peaked at $1.72M in Q3 2025.
  • 1,046 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.