Kestra Advisory Services
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Kestra Advisory Services’s Dana Inc DAN Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,000
Closed -$23.8K – 3403
2025
Q4 		$23.8K Buy
+1,000
New +$21.2K ﹤0.01% 4412

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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Kestra Advisory Services's DAN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Dana Inc (DAN) in Q1 2026, closing a stake of 1,000 shares — an estimated $23.8K sold.

Kestra Advisory Services first reported a position in DAN in Q4 2025 and held it in 1 quarter. The position peaked at $23.8K in Q4 2025. 336 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Dana Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,000 Dana Inc shares in Q1 2026, an estimated $23.8K.
  • Kestra Advisory Services first reported a position in Dana Inc in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Dana Inc position peaked at $23.8K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.