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Atria Wealth Solutions’s Dana Inc DAN Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-15,085
Closed -$201K – 1544
2025
Q1 		$201K Buy
+15,085
New +$217K ﹤0.01% 1717
2023
Q1 		– Sell
-12,222
Closed -$185K – 1878
2022
Q4 		$185K Sell
12,222
-8,210
-40% -$127K ﹤0.01% 1631
2022
Q3 		$234K Sell
20,432
-1,907
-9% -$28.9K ﹤0.01% 1464
2022
Q2 		$314K Buy
22,339
+521
+2% +$8.08K 0.01% 1193
2022
Q1 		$383K Buy
+21,818
New +$446K 0.01% 1197

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Atria Wealth Solutions's DAN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Dana Inc (DAN) in Q2 2025, closing a stake of 15,085 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in DAN in Q1 2022 and held it in 5 quarters. The position peaked at $383K in Q1 2022. 307 funds tracked by Wall St. Rank hold DAN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Dana Inc position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,085 Dana Inc shares in Q2 2025, an estimated $201K.
  • Atria Wealth Solutions first reported a position in Dana Inc in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Dana Inc position peaked at $383K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Dana Inc as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.