Clearstead Trust’s Dana Inc DAN Stock Holding History

Clearstead Trust’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	-120	Closed	-$2.4K	–	1143
2025 Q3	$2.4K	Hold	120	–	–	﹤0.01%	943
2025 Q2	$2.06K	Buy	+120	New	+$1.79K	﹤0.01%	944

Other funds holding DAN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Clearstead Trust's DAN Position: Q4 2025 in Review

Clearstead Trust sold out of Dana Inc (DAN) in Q4 2025, closing a stake of 120 shares — an estimated $2.4K sold.

Clearstead Trust first reported a position in DAN in Q2 2025 and held it in 2 quarters. The position peaked at $2.4K in Q3 2025. 304 funds tracked by Wall St. Rank hold DAN as of Q4 2025.

Clearstead Trust reported no remaining Dana Inc position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 120 Dana Inc shares in Q4 2025, an estimated $2.4K.
Clearstead Trust first reported a position in Dana Inc in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Dana Inc position peaked at $2.4K in Q3 2025.
304 funds tracked by Wall St. Rank held Dana Inc as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.