UCFA
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United Capital Financial Advisors’s DoorDash DASH Stock Holding History

United Capital Financial 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 		$900K Sell
5,997
-726
-11% -$134K 0.01% 801
2025
Q4 		$1.52M Sell
6,723
-478
-7% -$112K 0.01% 608
2025
Q3 		$1.96M Buy
7,201
+335
+5% +$84K 0.01% 475
2025
Q2 		$1.69M Buy
6,866
+1,252
+22% +$251K 0.01% 477
2025
Q1 		$1.03M Buy
5,614
+429
+8% +$80.7K 0.01% 562
2024
Q4 		$870K Buy
5,185
+344
+7% +$56.5K 0.01% 588
2024
Q3 		$691K Buy
4,841
+620
+15% +$75.2K 0.01% 641
2024
Q2 		$459K Sell
4,221
-722
-15% -$87K ﹤0.01% 727
2024
Q1 		$681K Buy
4,943
+625
+14% +$73.6K 0.01% 658
2023
Q4 		$427K Buy
+4,318
New +$382K ﹤0.01% 768
2023
Q1 		– Sell
-34,928
Closed -$1.71M – 987
2022
Q4 		$1.71M Sell
34,928
-975
-3% -$50.6K 0.01% 507
2022
Q3 		$1.77M Sell
35,903
-43
-0.1% -$2.87K 0.01% 496
2022
Q2 		$2.31M Buy
35,946
+12,850
+56% +$1.02M 0.01% 467
2022
Q1 		$2.71M Buy
23,096
+16
+0.1% +$1.73K 0.01% 468
2021
Q4 		$3.44M Buy
23,080
+9
+0% +$1.7K 0.02% 440
2021
Q3 		$4.75M Buy
+23,071
New +$4.41M 0.02% 383
2021
Q2 		– Sell
-5,699
Closed -$747K – 1228
2021
Q1 		$747K Buy
+5,699
New +$955K ﹤0.01% 744

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

United Capital Financial Advisors's DASH Position: Q1 2026 in Review

United Capital Financial Advisors reduced its DoorDash (DASH) stake by 11% in Q1 2026, selling an estimated $134K and leaving 5,997 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #801.

United Capital Financial Advisors first reported a position in DASH in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.75M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

  • United Capital Financial Advisors held 5,997 shares of DoorDash worth $900K as of Q1 2026.
  • United Capital Financial Advisors sold 726 DoorDash shares in Q1 2026, an estimated $134K.
  • DoorDash made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #801 holding.
  • United Capital Financial Advisors first reported a position in DoorDash in Q1 2021 and has held it in 17 quarters since.
  • United Capital Financial Advisors's DoorDash position peaked at $4.75M in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.