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Valeo Financial Advisors’s DoorDash DASH Stock Holding History

Valeo 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
Q2 		$263K Buy
+1,423
New +$235K 0.01% 666
2026
Q1 		– Sell
-2,539
Closed -$575K – 786
2025
Q4 		$575K Buy
2,539
+645
+34% +$151K 0.01% 426
2025
Q3 		$515K Buy
1,894
+76
+4% +$19.1K 0.01% 456
2025
Q2 		$448K Buy
1,818
+266
+17% +$53.4K 0.01% 485
2025
Q1 		$284K Buy
1,552
+133
+9% +$25K 0.01% 546
2024
Q4 		$238K Buy
+1,419
New +$233K 0.01% 618

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

Valeo Financial Advisors's DASH Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in DoorDash (DASH) in Q2 2026: 1,423 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in DASH as recently as Q4 2025.

Valeo Financial Advisors first reported a position in DASH in Q4 2024 and has held it in 6 quarters since. The position peaked at $575K in Q4 2025. 1,040 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Valeo Financial Advisors held 1,423 shares of DoorDash worth $263K as of Q2 2026.
  • DoorDash was a new Valeo Financial Advisors position in Q2 2026.
  • DoorDash made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #666 holding.
  • Valeo Financial Advisors first reported a position in DoorDash in Q4 2024 and has held it in 6 quarters since.
  • Valeo Financial Advisors's DoorDash position peaked at $575K in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.