AWM
DAN icon

Abound Wealth Management’s Dana Inc DAN Stock Holding History

Abound Wealth Management’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$245 Hold
9
– – ﹤0.01% 1074
2026
Q1 		$303 Hold
9
– – ﹤0.01% 1129
2025
Q4 		$214 Hold
9
– – ﹤0.01% 1158
2025
Q3 		$181 Hold
9
– – ﹤0.01% 1150
2025
Q2 		$155 Hold
9
– – ﹤0.01% 1132
2025
Q1 		$120 Buy
+9
New +$130 ﹤0.01% 1187
2024
Q4 		– Sell
-57
Closed -$602 – 1257
2024
Q3 		$602 Buy
+57
New +$628 ﹤0.01% 836

Other funds holding DAN

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Abound Wealth Management's DAN Position: Q2 2026 in Review

Abound Wealth Management held its Dana Inc (DAN) position steady in Q2 2026 at 9 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Abound Wealth Management first reported a position in DAN in Q3 2024 and has held it in 7 quarters since. The position peaked at $602 in Q3 2024. 25 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Abound Wealth Management held 9 shares of Dana Inc worth $245 as of Q2 2026.
  • Abound Wealth Management left its Dana Inc share count unchanged in Q2 2026.
  • Dana Inc made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1074 holding.
  • Abound Wealth Management first reported a position in Dana Inc in Q3 2024 and has held it in 7 quarters since.
  • Abound Wealth Management's Dana Inc position peaked at $602 in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.