Symphony Financial’s DoorDash DASH Stock Holding History

Symphony 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
2025 Q4	–	Sell	-790	Closed	-$215K	–	294
2025 Q3	$215K	Sell	790 -724	-48%	-$182K	0.03%	256
2025 Q2	$202K	Buy	+1,514	New	+$304K	0.03%	251

Other funds holding DASH

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

SUT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symphony Financial's DASH Position: Q4 2025 in Review

Symphony Financial sold out of DoorDash (DASH) in Q4 2025, closing a stake of 790 shares — an estimated $215K sold.

Symphony Financial first reported a position in DASH in Q2 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

Symphony Financial reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
Symphony Financial sold 790 DoorDash shares in Q4 2025, an estimated $215K.
Symphony Financial first reported a position in DoorDash in Q2 2025 and held it in 2 quarters.
Symphony Financial's DoorDash position peaked at $215K in Q3 2025.
1,086 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.