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Summit Trail Advisors’s DoorDash DASH Stock Holding History

Summit Trail 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
2026
Q1 		$7.17M Sell
47,750
-1,739
-4% -$321K 0.1% 112
2025
Q4 		$11.2M Sell
49,489
-3,136
-6% -$736K 0.19% 68
2025
Q3 		$14.3M Buy
52,625
+1,580
+3% +$396K 0.2% 63
2025
Q2 		$12.6M Buy
51,045
+4,210
+9% +$844K 0.22% 57
2025
Q1 		$8.56M Buy
46,835
+5,618
+14% +$1.06M 0.28% 37
2024
Q4 		$6.91M Buy
41,217
+2,487
+6% +$409K 0.26% 37
2024
Q3 		$5.53M Buy
38,730
+600
+2% +$72.8K 0.14% 75
2024
Q2 		$4.15M Buy
38,130
+1,205
+3% +$145K 0.11% 79
2024
Q1 		$5.09M Buy
36,925
+106
+0.3% +$12.5K 0.14% 62
2023
Q4 		$3.64M Sell
36,819
-259
-0.7% -$22.9K 0.12% 67
2023
Q3 		$2.95M Buy
37,078
+133
+0.4% +$10.8K 0.11% 73
2023
Q2 		$2.82M Sell
36,945
-390
-1% -$25.9K 0.11% 79
2023
Q1 		$2.37M Sell
37,335
-49,930
-57% -$2.86M 0.1% 78
2022
Q4 		$4.26M Sell
87,265
-208
-0.2% -$10.8K 0.19% 49
2022
Q3 		$4.33M Sell
87,473
-279
-0.3% -$18.6K 0.23% 46
2022
Q2 		$5.63M Sell
87,752
-18,412
-17% -$1.46M 0.35% 41
2022
Q1 		$12.4M Buy
106,164
+87
+0.1% +$9.41K 1.01% 22
2021
Q4 		$15.8M Sell
106,077
-5,596
-5% -$1.06M 1.02% 28
2021
Q3 		$23M Buy
111,673
+164
+0.1% +$31.4K 1.73% 15
2021
Q2 		$19.9M Buy
111,509
+76,829
+222% +$11.3M 1.74% 16
2021
Q1 		$4.55M Buy
+34,680
New +$5.81M 0.49% 35

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 Trail Advisors's DASH Position: Q1 2026 in Review

Summit Trail Advisors reduced its DoorDash (DASH) stake by 3.5% in Q1 2026, selling an estimated $321K and leaving 47,750 shares worth $7.17M. The position accounts for 0.1% of the portfolio, ranked #112.

Summit Trail Advisors first reported a position in DASH in Q1 2021 and has held it in 21 quarters since. The position peaked at $23M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • Summit Trail Advisors held 47,750 shares of DoorDash worth $7.17M as of Q1 2026.
  • Summit Trail Advisors sold 1,739 DoorDash shares in Q1 2026, an estimated $321K.
  • DoorDash made up 0.1% of Summit Trail Advisors's portfolio in Q1 2026, its #112 holding.
  • Summit Trail Advisors first reported a position in DoorDash in Q1 2021 and has held it in 21 quarters since.
  • Summit Trail Advisors's DoorDash position peaked at $23M in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.