AWM
DAN icon

Affinity Wealth Management’s Dana Inc DAN Stock Holding History

Affinity 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 		$327K Buy
12,000
+62
+0.5% +$2.12K 0.04% 89
2026
Q1 		$402K Hold
11,938
– – 0.06% 65
2025
Q4 		$284K Hold
11,938
– – 0.04% 82
2025
Q3 		$239K Buy
+11,938
New +$221K 0.04% 95

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAS
Nykredit A/S Nordhavn, Denmark $31.8B 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

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

Affinity Wealth Management increased its Dana Inc (DAN) stake by 0.52% in Q2 2026, buying an estimated $2.12K and bringing the position to 12,000 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #89.

Affinity Wealth Management first reported a position in DAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q1 2026. 341 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Affinity Wealth Management held 12,000 shares of Dana Inc worth $327K as of Q2 2026.
  • Affinity Wealth Management bought 62 Dana Inc shares in Q2 2026, an estimated $2.12K.
  • Dana Inc made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Affinity Wealth Management first reported a position in Dana Inc in Q3 2025 and has held it in 4 quarters since.
  • Affinity Wealth Management's Dana Inc position peaked at $402K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.