SVB Wealth’s DoorDash DASH Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-5,456	Closed	-$997K	–	792
2025 Q1	$997K	Sell	5,456 -1,149	-17%	-$216K	0.04%	160
2024 Q4	$1.11M	Buy	+6,605	New	+$1.09M	0.02%	301
2024 Q3	–	Sell	-6,783	Closed	-$738K	–	151
2024 Q2	$738K	Sell	6,783 -4,986	-42%	-$601K	0.02%	369
2024 Q1	$1.62M	Sell	11,769 -612	-5%	-$72.1K	0.04%	269
2023 Q4	$1.22M	Buy	12,381 +2,338	+23%	+$207K	0.03%	307
2023 Q3	$798K	Buy	10,043 +1,458	+17%	+$119K	0.02%	349
2023 Q2	$656K	Buy	8,585 +2	+0%	+$133	0.01%	420
2023 Q1	$546K	Sell	8,583 -32,271	-79%	-$1.85M	0.01%	517
2022 Q4	$1.99M	Sell	40,854 -8,633	-17%	-$448K	0.03%	272
2022 Q3	$2.45M	Buy	+49,487	New	+$3.31M	0.04%	230

Other funds holding DASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return