Wealthspire Advisors (New York)’s DoorDash DASH Stock Holding History

Wealthspire Advisors (New York)’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	$224K	Buy	+1,212	New	+$200K	﹤0.01%	1124
2026 Q1	–	Sell	-1,813	Closed	-$411K	–	975
2025 Q4	$411K	Buy	1,813 +1,172	+183%	+$275K	﹤0.01%	678
2025 Q3	$174K	Sell	641 -173	-21%	-$43.4K	﹤0.01%	842
2025 Q2	$201K	Buy	+814	New	+$163K	﹤0.01%	796

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s DASH Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in DoorDash (DASH) in Q2 2026: 1,212 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in DASH as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in DASH in Q2 2025 and has held it in 4 quarters since. The position peaked at $411K in Q4 2025. 1,047 funds tracked by Wall St. Rank hold DASH as of Q2 2026.

Wealthspire Advisors (New York) held 1,212 shares of DoorDash worth $224K as of Q2 2026.
DoorDash was a new Wealthspire Advisors (New York) position in Q2 2026.
DoorDash made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1124 holding.
Wealthspire Advisors (New York) first reported a position in DoorDash in Q2 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s DoorDash position peaked at $411K in Q4 2025.
1,047 funds tracked by Wall St. Rank held DoorDash as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.