Whalen Wealth Management’s DoorDash DASH Stock Holding History

Whalen 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 Q3	–	Sell	-2,235	Closed	-$551K	–	198
2025 Q2	$551K	Buy	+2,235	New	+$448K	0.35%	87

Other funds holding DASH

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Whalen Wealth Management's DASH Position: Q3 2025 in Review

Whalen Wealth Management sold out of DoorDash (DASH) in Q3 2025, closing a stake of 2,235 shares — an estimated $551K sold.

Whalen Wealth Management first reported a position in DASH in Q2 2025 and held it in 1 quarter. The position peaked at $551K in Q2 2025. 1,102 funds tracked by Wall St. Rank hold DASH as of Q3 2025.

Whalen Wealth Management reported no remaining DoorDash position as of Q3 2025 after selling out during the quarter.
Whalen Wealth Management sold 2,235 DoorDash shares in Q3 2025, an estimated $551K.
Whalen Wealth Management first reported a position in DoorDash in Q2 2025 and held it in 1 quarter.
Whalen Wealth Management's DoorDash position peaked at $551K in Q2 2025.
1,102 funds tracked by Wall St. Rank held DoorDash as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.