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Venturi Wealth Management’s DoorDash DASH Stock Holding History

Venturi Wealth Management’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
-1,360
Closed -$370K – 601
2025
Q3 		$370K Buy
1,360
+192
+16% +$48.2K 0.02% 397
2025
Q2 		$288K Buy
+1,168
New +$234K 0.01% 436
2025
Q1 		– Sell
-624
Closed -$105K – 869
2024
Q4 		$105K Buy
624
+200
+47% +$32.9K 0.01% 755
2024
Q3 		$60.5K Buy
424
+119
+39% +$14.4K ﹤0.01% 708
2024
Q2 		$33.2K Buy
305
+50
+20% +$6.02K ﹤0.01% 796
2024
Q1 		$35.1K Buy
255
+90
+55% +$10.6K ﹤0.01% 584
2023
Q4 		$16.3K Sell
165
-42
-20% -$3.72K ﹤0.01% 759
2023
Q3 		$16.5K Buy
+207
New +$16.9K ﹤0.01% 682

Other funds holding DASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's DASH Position: Q4 2025 in Review

Venturi Wealth Management sold out of DoorDash (DASH) in Q4 2025, closing a stake of 1,360 shares — an estimated $370K sold.

Venturi Wealth Management first reported a position in DASH in Q3 2023 and held it in 8 quarters. The position peaked at $370K in Q3 2025. 1,089 funds tracked by Wall St. Rank hold DASH as of Q4 2025.

  • Venturi Wealth Management reported no remaining DoorDash position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,360 DoorDash shares in Q4 2025, an estimated $370K.
  • Venturi Wealth Management first reported a position in DoorDash in Q3 2023 and held it in 8 quarters.
  • Venturi Wealth Management's DoorDash position peaked at $370K in Q3 2025.
  • 1,089 funds tracked by Wall St. Rank held DoorDash as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.