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 Q3	$32.1K	Buy	1,176 +1,128	+2,350%	+$32.4K	0.01%	304
2026 Q2	$1.31K	Hold	48	–	–	﹤0.01%	1247
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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Private Wealth Management Group's DAN Position: Q3 2026 in Review

Private Wealth Management Group increased its Dana Inc (DAN) stake by 2,350% in Q3 2026, buying an estimated $32.4K and bringing the position to 1,176 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #304.

Private Wealth Management Group first reported a position in DAN in Q4 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold DAN as of Q3 2026.

Private Wealth Management Group held 1,176 shares of Dana Inc worth $32.1K as of Q3 2026.
Private Wealth Management Group bought 1,128 Dana Inc shares in Q3 2026, an estimated $32.4K.
Dana Inc made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #304 holding.
Private Wealth Management Group first reported a position in Dana Inc in Q4 2023 and has held it in 12 quarters since.
90 funds tracked by Wall St. Rank held Dana Inc as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.