Opes Wealth Management’s Dana Inc DAN Stock Holding History

Opes Wealth Management’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	$1.5M	Hold	44,593	–	–	0.25%	62
2025 Q4	$1.06M	Sell	44,593 -8,712	-16%	-$184K	0.17%	73
2025 Q3	$1.07M	Hold	53,305	–	–	0.18%	68
2025 Q2	$914K	Buy	53,305 +12,359	+30%	+$185K	0.16%	75
2025 Q1	$546K	Hold	40,946	–	–	0.11%	85
2024 Q4	$473K	Hold	40,946	–	–	0.1%	85
2024 Q3	$432K	Hold	40,946	–	–	0.08%	91
2024 Q2	$496K	Hold	40,946	–	–	0.1%	81
2024 Q1	$520K	Buy	40,946 +8,205	+25%	+$106K	0.12%	82
2023 Q4	$478K	Hold	32,741	–	–	0.11%	82
2023 Q3	$480K	Hold	32,741	–	–	0.13%	80
2023 Q2	$557K	Hold	32,741	–	–	0.16%	77
2023 Q1	$493K	Buy	32,741 +6,737	+26%	+$110K	0.16%	69
2022 Q4	$393K	Hold	26,004	–	–	0.14%	77
2022 Q3	$297K	Hold	26,004	–	–	0.12%	78
2022 Q2	$366K	Hold	26,004	–	–	0.15%	70
2022 Q1	$457K	Buy	26,004 +5,972	+30%	+$122K	0.15%	69
2021 Q4	$457K	Hold	20,032	–	–	0.14%	72
2021 Q3	$446K	Hold	20,032	–	–	0.16%	67
2021 Q2	$476K	Buy	20,032 +8,452	+73%	+$219K	0.18%	57
2021 Q1	$282K	Hold	11,580	–	–	0.11%	72
2020 Q4	$226K	Hold	11,580	–	–	0.11%	74
2020 Q3	$143K	Hold	11,580	–	–	0.07%	77
2020 Q2	$141K	Hold	11,580	–	–	0.07%	68
2020 Q1	$90K	Buy	+11,580	New	+$160K	0.07%	47

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Opes Wealth Management's DAN Position: Q1 2026 in Review

Opes Wealth Management held its Dana Inc (DAN) position steady in Q1 2026 at 44,593 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #62.

Opes Wealth Management first reported a position in DAN in Q1 2020 and has held it in 25 quarters since. 336 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

Opes Wealth Management held 44,593 shares of Dana Inc worth $1.5M as of Q1 2026.
Opes Wealth Management left its Dana Inc share count unchanged in Q1 2026.
Dana Inc made up 0.25% of Opes Wealth Management's portfolio in Q1 2026, its #62 holding.
Opes Wealth Management first reported a position in Dana Inc in Q1 2020 and has held it in 25 quarters since.
336 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.