Atria Investments’s Dana Inc DAN Stock Holding History

Atria Investments’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 Q3	$587K	Buy	21,486 +219	+1%	+$6.29K	0.01%	1459
2026 Q2	$579K	Sell	21,267 -792	-4%	-$27K	0.01%	1446
2026 Q1	$742K	Sell	22,059 -2,478	-10%	-$77.5K	0.01%	1226
2025 Q4	$583K	Buy	24,537 +1,747	+8%	+$37K	0.01%	1344
2025 Q3	$457K	Sell	22,790 -1,026	-4%	-$19K	0.01%	1474
2025 Q2	$408K	Buy	23,816 +3,156	+15%	+$47.1K	﹤0.01%	1531
2025 Q1	$275K	Buy	20,660 +1,084	+6%	+$15.6K	﹤0.01%	1656
2024 Q4	$226K	Sell	19,576 -3,985	-17%	-$41.4K	﹤0.01%	1729
2024 Q3	$249K	Buy	23,561 +6,341	+37%	+$69.9K	﹤0.01%	1713
2024 Q2	$209K	Buy	+17,220	New	+$224K	﹤0.01%	1802

Other funds holding DAN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments's DAN Position: Q3 2026 in Review

Atria Investments increased its Dana Inc (DAN) stake by 1% in Q3 2026, buying an estimated $6.29K and bringing the position to 21,486 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #1459.

Atria Investments first reported a position in DAN in Q2 2024 and has held it in 10 quarters since. The position peaked at $742K in Q1 2026. 24 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

Atria Investments held 21,486 shares of Dana Inc worth $587K as of Q3 2026.
Atria Investments bought 219 Dana Inc shares in Q3 2026, an estimated $6.29K.
Dana Inc made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1459 holding.
Atria Investments first reported a position in Dana Inc in Q2 2024 and has held it in 10 quarters since.
Atria Investments's Dana Inc position peaked at $742K in Q1 2026.
24 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.