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 Q2	$25.1K	Sell	921 -1,326	-59%	-$45.3K	﹤0.01%	2270
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

NAS

Nykredit A/S Nordhavn, Denmark $26.2B AUM

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

JCP

JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

EverSource Wealth Advisors's DAN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dana Inc (DAN) stake by 59% in Q2 2026, selling an estimated $45.3K and leaving 921 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

EverSource Wealth Advisors first reported a position in DAN in Q4 2021 and has held it in 11 quarters since. The position peaked at $75.6K in Q1 2026. 340 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

EverSource Wealth Advisors held 921 shares of Dana Inc worth $25.1K as of Q2 2026.
EverSource Wealth Advisors sold 1,326 Dana Inc shares in Q2 2026, an estimated $45.3K.
Dana Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2270 holding.
EverSource Wealth Advisors first reported a position in Dana Inc in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's Dana Inc position peaked at $75.6K in Q1 2026.
340 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.