WA
DASH icon

Waverly Advisors’s DoorDash DASH Stock Holding History

Waverly 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 		$300K Buy
+1,628
New +$269K ﹤0.01% 1416
2025
Q4 		– Sell
-1,508
Closed -$410K – 1489
2025
Q3 		$410K Buy
1,508
+232
+18% +$58.2K ﹤0.01% 920
2025
Q2 		$315K Buy
+1,276
New +$256K ﹤0.01% 948

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 $3.38T AUM 44.17% 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

Waverly Advisors's DASH Position: Q2 2026 in Review

Waverly Advisors opened a new position in DoorDash (DASH) in Q2 2026: 1,628 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in DASH as recently as Q3 2025.

Waverly Advisors first reported a position in DASH in Q2 2025 and has held it in 3 quarters since. The position peaked at $410K in Q3 2025. 1,047 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

  • Waverly Advisors held 1,628 shares of DoorDash worth $300K as of Q2 2026.
  • DoorDash was a new Waverly Advisors position in Q2 2026.
  • DoorDash made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1416 holding.
  • Waverly Advisors first reported a position in DoorDash in Q2 2025 and has held it in 3 quarters since.
  • Waverly Advisors's DoorDash position peaked at $410K in Q3 2025.
  • 1,047 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.