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Root Financial Partners’s Dana Inc DAN Stock Holding History

Root Financial Partners’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 		– Sell
-847
Closed -$28.5K – 1079
2026
Q1 		$28.5K Buy
847
+116
+16% +$3.63K ﹤0.01% 1145
2025
Q4 		$17.4K Buy
731
+113
+18% +$2.39K ﹤0.01% 1248
2025
Q3 		$12.4K Buy
+618
New +$11.5K ﹤0.01% 1364

Other funds holding DAN

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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 $26.2B 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

Root Financial Partners's DAN Position: Q2 2026 in Review

Root Financial Partners sold out of Dana Inc (DAN) in Q2 2026, closing a stake of 847 shares — an estimated $28.5K sold.

Root Financial Partners first reported a position in DAN in Q3 2025 and held it in 3 quarters. The position peaked at $28.5K in Q1 2026. 340 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Root Financial Partners reported no remaining Dana Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 847 Dana Inc shares in Q2 2026, an estimated $28.5K.
  • Root Financial Partners first reported a position in Dana Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dana Inc position peaked at $28.5K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.