Corient Private Wealth
DAN icon

Corient Private Wealth’s Dana Inc DAN Stock Holding History

Corient Private Wealth’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 		$416K Buy
+12,375
New +$387K ﹤0.01% 2128
2024
Q4 		– Sell
-11,233
Closed -$119K – 2398
2024
Q3 		$119K Sell
11,233
-20,930
-65% -$231K ﹤0.01% 2305
2024
Q2 		$390K Buy
32,163
+18,469
+135% +$240K ﹤0.01% 1772
2024
Q1 		$174K Sell
13,694
-1,285
-9% -$16.7K ﹤0.01% 2126
2023
Q4 		$219K Buy
14,979
+715
+5% +$9.48K ﹤0.01% 2027
2023
Q3 		$209K Buy
14,264
+109
+0.8% +$1.82K ﹤0.01% 1899
2023
Q2 		$241K Sell
14,155
-4,767
-25% -$69.6K ﹤0.01% 1797
2023
Q1 		$285K Buy
18,922
+5,398
+40% +$88.3K ﹤0.01% 1636
2022
Q4 		$205K Buy
+13,524
New +$210K ﹤0.01% 1482

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Corient Private Wealth's DAN Position: Q1 2026 in Review

Corient Private Wealth opened a new position in Dana Inc (DAN) in Q1 2026: 12,375 shares worth $416K. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in DAN as recently as Q3 2024.

Corient Private Wealth first reported a position in DAN in Q4 2022 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Corient Private Wealth held 12,375 shares of Dana Inc worth $416K as of Q1 2026.
  • Dana Inc was a new Corient Private Wealth position in Q1 2026.
  • Dana Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2128 holding.
  • Corient Private Wealth first reported a position in Dana Inc in Q4 2022 and has held it in 9 quarters since.
  • 333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.