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LRI Investments’s Dana Inc DAN Stock Holding History

LRI Investments’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 		$3.18K Buy
117
+13
+13% +$444 ﹤0.01% 1210
2026
Q1 		$3.5K Hold
104
– – ﹤0.01% 1172
2025
Q4 		$2.47K Hold
104
– – ﹤0.01% 1176
2025
Q3 		$2.08K Hold
104
– – ﹤0.01% 1198
2025
Q2 		$1.78K Hold
104
– – ﹤0.01% 1179
2025
Q1 		$1.39K Hold
104
– – ﹤0.01% 1133
2024
Q4 		$1.2K Hold
104
– – ﹤0.01% 1105
2024
Q3 		$867 Sell
104
-236
-69% -$2.6K ﹤0.01% 1110
2024
Q2 		$4.12K Buy
340
+236
+227% +$3.07K ﹤0.01% 947
2024
Q1 		$1.32K Buy
+104
New +$1.35K ﹤0.01% 782

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
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

LRI Investments's DAN Position: Q2 2026 in Review

LRI Investments increased its Dana Inc (DAN) stake by 13% in Q2 2026, buying an estimated $444 and bringing the position to 117 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

LRI Investments first reported a position in DAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.12K in Q2 2024. 340 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • LRI Investments held 117 shares of Dana Inc worth $3.18K as of Q2 2026.
  • LRI Investments bought 13 Dana Inc shares in Q2 2026, an estimated $444.
  • Dana Inc made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1210 holding.
  • LRI Investments first reported a position in Dana Inc in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Dana Inc position peaked at $4.12K in Q2 2024.
  • 340 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.