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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's DAN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dana Inc (DAN) stake by 4.8% in Q1 2026, buying an estimated $3.53K and bringing the position to 2,460 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #899.

Pinnacle Wealth Planning Services first reported a position in DAN in Q4 2020 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,460 shares of Dana Inc worth $82.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 113 Dana Inc shares in Q1 2026, an estimated $3.53K.
  • Dana Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #899 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dana Inc in Q4 2020 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.