Carson Wealth (CWM LLC)
DAN icon

Carson Wealth (CWM LLC)’s Dana Inc DAN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$421K Buy
12,515
+317
+3% +$9.91K ﹤0.01% 2137
2025
Q4 		$290K Sell
12,198
-758
-6% -$16K ﹤0.01% 2283
2025
Q3 		$260K Buy
12,956
+1,252
+11% +$23.2K ﹤0.01% 2244
2025
Q2 		$201K Buy
11,704
+4,998
+75% +$74.6K ﹤0.01% 2165
2025
Q1 		$89K Buy
6,706
+2,739
+69% +$39.4K ﹤0.01% 2511
2024
Q4 		$46K Buy
3,967
+1,890
+91% +$19.6K ﹤0.01% 2863
2024
Q3 		$22K Sell
2,077
-2,255
-52% -$24.9K ﹤0.01% 3292
2024
Q2 		$53K Buy
4,332
+3,026
+232% +$39.4K ﹤0.01% 2441
2024
Q1 		$17K Buy
1,306
+116
+10% +$1.5K ﹤0.01% 3003
2023
Q4 		$17K Buy
1,190
+347
+41% +$4.6K ﹤0.01% 2864
2023
Q3 		$12K Sell
843
-285
-25% -$4.75K ﹤0.01% 3029
2023
Q2 		$19K Buy
1,128
+273
+32% +$3.98K ﹤0.01% 2664
2023
Q1 		$13K Buy
855
+89
+12% +$1.46K ﹤0.01% 2781
2022
Q4 		$12K Sell
766
-79
-9% -$1.23K ﹤0.01% 2687
2022
Q3 		$10K Sell
845
-188
-18% -$2.85K ﹤0.01% 2665
2022
Q2 		$15K Buy
1,033
+387
+60% +$6K ﹤0.01% 2304
2022
Q1 		$11K Buy
646
+444
+220% +$9.08K ﹤0.01% 2408
2021
Q4 		$5K Buy
+202
New +$4.69K ﹤0.01% 2704
2021
Q2 		$3K Hold
147
– – ﹤0.01% 2510
2021
Q1 		$3K Hold
147
– – ﹤0.01% 2510
2020
Q4 		$3K Hold
147
– – ﹤0.01% 2510
2020
Q3 		$3K Hold
147
– – ﹤0.01% 2510
2020
Q2 		$3K Hold
147
– – ﹤0.01% 2509
2020
Q1 		$3K Hold
147
– – ﹤0.01% 2508
2019
Q4 		$3K Hold
147
– – ﹤0.01% 2508
2019
Q3 		$3K Hold
147
– – ﹤0.01% 2508
2019
Q2 		$3K Hold
147
– – ﹤0.01% 2508
2019
Q1 		$3K Buy
+147
New +$2.61K ﹤0.01% 2508
2018
Q3 		– Sell
-44
Closed -$1K – 1863
2018
Q2 		$1K Buy
+44
New +$1.05K ﹤0.01% 1504

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Carson Wealth (CWM LLC)'s DAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dana Inc (DAN) stake by 2.6% in Q1 2026, buying an estimated $9.91K and bringing the position to 12,515 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Carson Wealth (CWM LLC) first reported a position in DAN in Q2 2018 and has held it in 29 quarters since. 335 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,515 shares of Dana Inc worth $421K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 317 Dana Inc shares in Q1 2026, an estimated $9.91K.
  • Dana Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2137 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dana Inc in Q2 2018 and has held it in 29 quarters since.
  • 335 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.