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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
Q2 		$8.68M Sell
47,031
-719
-2% -$119K 0.11% 108
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 $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 Trail Advisors's DASH Position: Q2 2026 in Review

Summit Trail Advisors reduced its DoorDash (DASH) stake by 1.5% in Q2 2026, selling an estimated $119K and leaving 47,031 shares worth $8.68M. The position accounts for 0.11% of the portfolio, ranked #108.

Summit Trail Advisors first reported a position in DASH in Q1 2021 and has held it in 22 quarters since. The position peaked at $23M in Q3 2021. 1,045 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Summit Trail Advisors held 47,031 shares of DoorDash worth $8.68M as of Q2 2026.
  • Summit Trail Advisors sold 719 DoorDash shares in Q2 2026, an estimated $119K.
  • DoorDash made up 0.11% of Summit Trail Advisors's portfolio in Q2 2026, its #108 holding.
  • Summit Trail Advisors first reported a position in DoorDash in Q1 2021 and has held it in 22 quarters since.
  • Summit Trail Advisors's DoorDash position peaked at $23M in Q3 2021.
  • 1,045 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.