EWA
DAN icon

EverSource Wealth Advisors’s Dana Inc DAN Stock Holding History

EverSource Wealth 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
Q1 		$75.6K Buy
2,247
+667
+42% +$20.8K ﹤0.01% 1601
2025
Q4 		$37.5K Buy
1,580
+445
+39% +$9.41K ﹤0.01% 1950
2025
Q3 		$22.7K Sell
1,135
-49
-4% -$909 ﹤0.01% 2271
2025
Q2 		$20.3K Sell
1,184
-141
-11% -$2.1K ﹤0.01% 2274
2025
Q1 		$17.7K Buy
+1,325
New +$19.1K ﹤0.01% 1757
2024
Q3 		– Sell
-910
Closed -$11.6K – 3052
2024
Q2 		$11.6K Buy
910
+196
+27% +$2.55K ﹤0.01% 1774
2024
Q1 		$8.88K Hold
714
– – ﹤0.01% 1753
2023
Q4 		$10.4K Buy
+714
New +$9.47K ﹤0.01% 1540
2023
Q3 		– Sell
-189
Closed -$3.21K – 2536
2023
Q2 		$3.21K Buy
+189
New +$2.76K ﹤0.01% 1897
2022
Q1 		– Sell
-112
Closed -$3K – 1734
2021
Q4 		$3K Buy
+112
New +$2.6K ﹤0.01% 1408

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

EverSource Wealth Advisors's DAN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dana Inc (DAN) stake by 42% in Q1 2026, buying an estimated $20.8K and bringing the position to 2,247 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

EverSource Wealth Advisors first reported a position in DAN in Q4 2021 and has held it in 10 quarters since. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • EverSource Wealth Advisors held 2,247 shares of Dana Inc worth $75.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 667 Dana Inc shares in Q1 2026, an estimated $20.8K.
  • Dana Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1601 holding.
  • EverSource Wealth Advisors first reported a position in Dana Inc in Q4 2021 and has held it in 10 quarters since.
  • 333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.