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 Q3	$366K	Buy	1,996 +573	+40%	+$116K	0.01%	561
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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Valeo Financial Advisors's DASH Position: Q3 2026 in Review

Valeo Financial Advisors increased its DoorDash (DASH) stake by 40% in Q3 2026, buying an estimated $116K and bringing the position to 1,996 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #561.

Valeo Financial Advisors first reported a position in DASH in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q4 2025. 38 funds tracked by Wall St. Rank hold DASH as of Q3 2026.

Valeo Financial Advisors held 1,996 shares of DoorDash worth $366K as of Q3 2026.
Valeo Financial Advisors bought 573 DoorDash shares in Q3 2026, an estimated $116K.
DoorDash made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #561 holding.
Valeo Financial Advisors first reported a position in DoorDash in Q4 2024 and has held it in 7 quarters since.
Valeo Financial Advisors's DoorDash position peaked at $575K in Q4 2025.
38 funds tracked by Wall St. Rank held DoorDash as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.