CA
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Clearstead Advisors’s Dana Inc DAN Stock Holding History

Clearstead 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
2026
Q2 		$245 Buy
+9
New +$307 ﹤0.01% 3138
2025
Q4 		– Sell
-49
Closed -$982 – 2871
2025
Q3 		$982 Hold
49
– – ﹤0.01% 2620
2025
Q2 		$841 Buy
+49
New +$732 ﹤0.01% 2446

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Clearstead Advisors's DAN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Dana Inc (DAN) in Q2 2026: 9 shares worth $245. The stake represents ﹤0.01% of the portfolio and ranks #3138 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DAN as recently as Q3 2025.

Clearstead Advisors first reported a position in DAN in Q2 2025 and has held it in 3 quarters since. The position peaked at $982 in Q3 2025. 131 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Clearstead Advisors held 9 shares of Dana Inc worth $245 as of Q2 2026.
  • Dana Inc was a new Clearstead Advisors position in Q2 2026.
  • Dana Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3138 holding.
  • Clearstead Advisors first reported a position in Dana Inc in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Dana Inc position peaked at $982 in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.