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Pinnacle Wealth Planning Services’s Dana Inc DAN Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$67K Buy
2,462
+2
+0.1% +$68 0.01% 1089
2026
Q1 		$82.8K Buy
2,460
+113
+5% +$3.53K 0.01% 899
2025
Q4 		$55.8K Buy
+2,347
New +$49.7K 0.01% 1120
2021
Q1 		– Sell
-2,475
Closed -$48K – 750
2020
Q4 		$48K Buy
+2,475
New +$41.4K 0.01% 815

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 $31.8B 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

Pinnacle Wealth Planning Services's DAN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dana Inc (DAN) stake by 0.08% in Q2 2026, buying an estimated $68 and bringing the position to 2,462 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #1089.

Pinnacle Wealth Planning Services first reported a position in DAN in Q4 2020 and has held it in 4 quarters since. The position peaked at $82.8K in Q1 2026. 341 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,462 shares of Dana Inc worth $67K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Dana Inc shares in Q2 2026, an estimated $68.
  • Dana Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1089 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dana Inc in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Dana Inc position peaked at $82.8K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.