Cerity Partners
DAN icon

Cerity Partners’s Dana Inc DAN Stock Holding History

Cerity Partners’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
Q2 		$3.72M Buy
136,675
+11,758
+9% +$401K ﹤0.01% 1248
2026
Q1 		$4.2M Buy
124,917
+10,082
+9% +$315K 0.01% 1098
2025
Q4 		$2.73M Sell
114,835
-23,538
-17% -$498K ﹤0.01% 1237
2025
Q3 		$2.77M Sell
138,373
-13,117
-9% -$243K ﹤0.01% 1133
2025
Q2 		$2.6M Sell
151,490
-4,367
-3% -$65.2K ﹤0.01% 1091
2025
Q1 		$2.08M Sell
155,857
-136,681
-47% -$1.97M ﹤0.01% 1110
2024
Q4 		$3.09M Sell
292,538
-221,367
-43% -$2.3M 0.01% 919
2024
Q3 		$5.43M Buy
513,905
+280,213
+120% +$3.09M 0.01% 670
2024
Q2 		$2.83M Sell
233,692
-302,692
-56% -$3.94M 0.01% 781
2024
Q1 		$6.81M Buy
536,384
+314,685
+142% +$4.08M 0.02% 563
2023
Q4 		$3.24M Buy
+221,699
New +$2.94M 0.01% 644
2023
Q3 		– Sell
-252,803
Closed -$4.3M – 1458
2023
Q2 		$4.3M Sell
252,803
-2,017
-0.8% -$29.4K 0.02% 536
2023
Q1 		$3.84M Buy
254,820
+244,584
+2,389% +$4M 0.01% 545
2022
Q4 		$155K Sell
10,236
-1,113
-10% -$17.3K ﹤0.01% 1375
2022
Q3 		$129K Sell
11,349
-196
-2% -$2.97K ﹤0.01% 1097
2022
Q2 		$163K Buy
+11,545
New +$179K ﹤0.01% 1103
2022
Q1 		– Sell
-11,555
Closed -$264K – 979
2021
Q4 		$264K Buy
+11,555
New +$268K ﹤0.01% 821
2017
Q4 		– Sell
-7,230
Closed -$202K – 563
2017
Q3 		$202K Buy
+7,230
New +$175K 0.01% 541

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAS
Nykredit A/S Nordhavn, Denmark $31.8B AUM
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's DAN Position: Q2 2026 in Review

Cerity Partners increased its Dana Inc (DAN) stake by 9.4% in Q2 2026, buying an estimated $401K and bringing the position to 136,675 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Cerity Partners first reported a position in DAN in Q3 2017 and has held it in 18 quarters since. The position peaked at $6.81M in Q1 2024. 314 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Cerity Partners held 136,675 shares of Dana Inc worth $3.72M as of Q2 2026.
  • Cerity Partners bought 11,758 Dana Inc shares in Q2 2026, an estimated $401K.
  • Dana Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1248 holding.
  • Cerity Partners first reported a position in Dana Inc in Q3 2017 and has held it in 18 quarters since.
  • Cerity Partners's Dana Inc position peaked at $6.81M in Q1 2024.
  • 314 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.