Wellspring Financial Advisors’s DoorDash DASH Stock Holding History

Wellspring 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 Q1	–	Sell	-1,208	Closed	-$274K	–	291
2025 Q4	$274K	Buy	+1,208	New	+$283K	0.02%	215

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellspring Financial Advisors's DASH Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of DoorDash (DASH) in Q1 2026, closing a stake of 1,208 shares — an estimated $274K sold.

Wellspring Financial Advisors first reported a position in DASH in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 1,011 funds tracked by Wall St. Rank hold DASH as of Q1 2026.

Wellspring Financial Advisors reported no remaining DoorDash position as of Q1 2026 after selling out during the quarter.
Wellspring Financial Advisors sold 1,208 DoorDash shares in Q1 2026, an estimated $274K.
Wellspring Financial Advisors first reported a position in DoorDash in Q4 2025 and held it in 1 quarter.
Wellspring Financial Advisors's DoorDash position peaked at $274K in Q4 2025.
1,011 funds tracked by Wall St. Rank held DoorDash as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.