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Essential Partners’s Dana Inc DAN Stock Holding History

Essential 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
Q3 		$6.2K Buy
227
+154
+211% +$4.42K ﹤0.01% 1413
2026
Q2 		$1.99K Sell
73
-20
-22% -$683 ﹤0.01% 1970
2026
Q1 		$3.13K Hold
93
– – ﹤0.01% 1806
2025
Q4 		$2.21K Hold
93
– – ﹤0.01% 1765
2025
Q3 		$1.86K Buy
93
+50
+116% +$927 ﹤0.01% 1814
2025
Q2 		$737 Buy
+43
New +$642 ﹤0.01% 1586

Other funds holding DAN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's DAN Position: Q3 2026 in Review

Essential Partners increased its Dana Inc (DAN) stake by 211% in Q3 2026, buying an estimated $4.42K and bringing the position to 227 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Essential Partners first reported a position in DAN in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

  • Essential Partners held 227 shares of Dana Inc worth $6.2K as of Q3 2026.
  • Essential Partners bought 154 Dana Inc shares in Q3 2026, an estimated $4.42K.
  • Dana Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1413 holding.
  • Essential Partners first reported a position in Dana Inc in Q2 2025 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.