Capstone Investment Advisors
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Capstone Investment Advisors’s Dana Inc DAN Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-20,568
Closed -$412K – 1700
2025
Q3 		$412K Sell
20,568
-4,275
-17% -$79.3K ﹤0.01% 1498
2025
Q2 		$426K Buy
+24,843
New +$371K ﹤0.01% 1212
2024
Q4 		– Sell
-15,446
Closed -$163K – 1884
2024
Q3 		$163K Buy
+15,446
New +$170K ﹤0.01% 1630
2024
Q2 		– Sell
-36,274
Closed -$461K – 2164
2024
Q1 		$461K Buy
+36,274
New +$470K ﹤0.01% 1605
2023
Q4 		– Sell
-25,852
Closed -$379K – 2155
2023
Q3 		$379K Sell
25,852
-8,844
-25% -$147K ﹤0.01% 1468
2023
Q2 		$590K Buy
+34,696
New +$506K ﹤0.01% 1090
2017
Q2 		– Sell
-11,965
Closed -$231K – 691
2017
Q1 		$231K Buy
+11,965
New +$232K 0.01% 760
2016
Q3 		– Sell
-18,900
Closed -$199K – 771
2016
Q2 		$199K Buy
+18,900
New +$233K ﹤0.01% 624

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Capstone Investment Advisors's DAN Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Dana Inc (DAN) in Q4 2025, closing a stake of 20,568 shares — an estimated $412K sold.

Capstone Investment Advisors first reported a position in DAN in Q2 2016 and held it in 8 quarters. The position peaked at $590K in Q2 2023. 304 funds tracked by Wall St. Rank hold DAN as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Dana Inc position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 20,568 Dana Inc shares in Q4 2025, an estimated $412K.
  • Capstone Investment Advisors first reported a position in Dana Inc in Q2 2016 and held it in 8 quarters.
  • Capstone Investment Advisors's Dana Inc position peaked at $590K in Q2 2023.
  • 304 funds tracked by Wall St. Rank held Dana Inc as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.