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Carolinas Wealth Consulting’s Dana Inc DAN Stock Holding History

Carolinas Wealth Consulting’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
-500
Closed -$6.67K – 213
2025
Q1 		$6.67K Buy
+500
New +$7.2K ﹤0.01% 570

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Carolinas Wealth Consulting's DAN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dana Inc (DAN) in Q2 2025, closing a stake of 500 shares — an estimated $6.67K sold.

Carolinas Wealth Consulting first reported a position in DAN in Q1 2025 and held it in 1 quarter. The position peaked at $6.67K in Q1 2025. 307 funds tracked by Wall St. Rank hold DAN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Dana Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 500 Dana Inc shares in Q2 2025, an estimated $6.67K.
  • Carolinas Wealth Consulting first reported a position in Dana Inc in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Dana Inc position peaked at $6.67K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Dana Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.