AE Wealth Management
DAN icon

AE Wealth Management’s Dana Inc DAN Stock Holding History

AE 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 		$406K Sell
14,903
-222
-1% -$7.58K ﹤0.01% 1331
2026
Q1 		$509K Buy
15,125
+3,251
+27% +$102K ﹤0.01% 1102
2025
Q4 		$282K Buy
+11,874
New +$251K ﹤0.01% 1338

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $26.2B AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

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

AE Wealth Management reduced its Dana Inc (DAN) stake by 1.5% in Q2 2026, selling an estimated $7.58K and leaving 14,903 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

AE Wealth Management first reported a position in DAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $509K in Q1 2026. 340 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • AE Wealth Management held 14,903 shares of Dana Inc worth $406K as of Q2 2026.
  • AE Wealth Management sold 222 Dana Inc shares in Q2 2026, an estimated $7.58K.
  • Dana Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1331 holding.
  • AE Wealth Management first reported a position in Dana Inc in Q4 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Dana Inc position peaked at $509K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.