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Rise Advisors’s Dana Inc DAN Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-10
Closed -$198 – 441
2025
Q3 		$198 Hold
10
– – ﹤0.01% 1469
2025
Q2 		$169 Sell
10
-64
-86% -$955 ﹤0.01% 1484
2025
Q1 		$984 Sell
74
-1,003
-93% -$14.4K ﹤0.01% 1265
2024
Q4 		$12.5K Buy
1,077
+10
+0.9% +$104 0.01% 917
2024
Q3 		$11.3K Buy
1,067
+10
+0.9% +$110 0.01% 981
2024
Q2 		$12.8K Buy
1,057
+7
+0.7% +$91 0.01% 907
2024
Q1 		$13.3K Buy
+1,050
New +$13.6K 0.01% 939

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Rise Advisors's DAN Position: Q4 2025 in Review

Rise Advisors sold out of Dana Inc (DAN) in Q4 2025, closing a stake of 10 shares — an estimated $198 sold.

Rise Advisors first reported a position in DAN in Q1 2024 and held it in 7 quarters. The position peaked at $13.3K in Q1 2024. 304 funds tracked by Wall St. Rank hold DAN as of Q4 2025.

  • Rise Advisors reported no remaining Dana Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 10 Dana Inc shares in Q4 2025, an estimated $198.
  • Rise Advisors first reported a position in Dana Inc in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Dana Inc position peaked at $13.3K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Dana Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.