Fortitude Family Office’s Dana Inc DAN Stock Holding History

Fortitude Family Office’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	$25.4K	Buy	929 +783	+536%	+$22.5K	﹤0.01%	736
2026 Q2	$3.97K	Sell	146 -23	-14%	-$785	﹤0.01%	1193
2026 Q1	$5.69K	Buy	169 +100	+145%	+$3.13K	﹤0.01%	870
2025 Q4	$1.64K	Sell	69 -12	-15%	-$254	﹤0.01%	1254
2025 Q3	$1.62K	Buy	81 +32	+65%	+$594	﹤0.01%	1341
2025 Q2	$840	Buy	+49	New	+$732	﹤0.01%	1592
2024 Q3	–	Sell	-18	Closed	-$218	–	1225
2024 Q2	$218	Hold	18	–	–	﹤0.01%	940
2024 Q1	$229	Sell	18 -192	-91%	-$2.49K	﹤0.01%	948
2023 Q4	$3.07K	Buy	+210	New	+$2.79K	﹤0.01%	811

Other funds holding DAN

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $137M AUM 42.53% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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 Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Fortitude Family Office's DAN Position: Q3 2026 in Review

Fortitude Family Office increased its Dana Inc (DAN) stake by 536% in Q3 2026, buying an estimated $22.5K and bringing the position to 929 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Fortitude Family Office first reported a position in DAN in Q4 2023 and has held it in 9 quarters since. 31 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

Fortitude Family Office held 929 shares of Dana Inc worth $25.4K as of Q3 2026.
Fortitude Family Office bought 783 Dana Inc shares in Q3 2026, an estimated $22.5K.
Dana Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #736 holding.
Fortitude Family Office first reported a position in Dana Inc in Q4 2023 and has held it in 9 quarters since.
31 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.