Private Wealth Management Group’s Dana Inc DAN Stock Holding History

Private Wealth Management Group’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	$1.62K	Hold	48	–	–	﹤0.01%	1148
2025 Q4	$1.14K	Hold	48	–	–	﹤0.01%	1235
2025 Q3	$962	Hold	48	–	–	﹤0.01%	1294
2025 Q2	$824	Hold	48	–	–	﹤0.01%	1319
2025 Q1	$640	Hold	48	–	–	﹤0.01%	1351
2024 Q4	$555	Sell	48 -205	-81%	-$2.13K	﹤0.01%	1429
2024 Q3	$2.67K	Sell	253 -57	-18%	-$628	﹤0.01%	965
2024 Q2	$3.76K	Buy	310 +37	+14%	+$481	﹤0.01%	825
2024 Q1	$3.47K	Hold	273	–	–	﹤0.01%	759
2023 Q4	$3.99K	Buy	+273	New	+$3.62K	﹤0.01%	709

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Private Wealth Management Group's DAN Position: Q1 2026 in Review

Private Wealth Management Group held its Dana Inc (DAN) position steady in Q1 2026 at 48 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Private Wealth Management Group first reported a position in DAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.99K in Q4 2023. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

Private Wealth Management Group held 48 shares of Dana Inc worth $1.62K as of Q1 2026.
Private Wealth Management Group left its Dana Inc share count unchanged in Q1 2026.
Dana Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1148 holding.
Private Wealth Management Group first reported a position in Dana Inc in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Dana Inc position peaked at $3.99K in Q4 2023.
333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.