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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

AE Wealth Management's DAN Position: Q1 2026 in Review

AE Wealth Management increased its Dana Inc (DAN) stake by 27% in Q1 2026, buying an estimated $102K and bringing the position to 15,125 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

AE Wealth Management first reported a position in DAN in Q4 2025 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • AE Wealth Management held 15,125 shares of Dana Inc worth $509K as of Q1 2026.
  • AE Wealth Management bought 3,251 Dana Inc shares in Q1 2026, an estimated $102K.
  • Dana Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1102 holding.
  • AE Wealth Management first reported a position in Dana Inc in Q4 2025 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.