Spire Wealth Management’s Dana Inc DAN Stock Holding History

Spire Wealth Management’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	$124K	Buy	4,569 +15	+0.3%	+$512	﹤0.01%	919
2026 Q1	$153K	Buy	4,554 +17	+0.4%	+$531	0.01%	861
2025 Q4	$108K	Buy	4,537 +20	+0.4%	+$423	﹤0.01%	967
2025 Q3	$90.5K	Buy	4,517 +22	+0.5%	+$408	﹤0.01%	1021
2025 Q2	$77.1K	Buy	4,495 +27	+0.6%	+$403	﹤0.01%	1069
2025 Q1	$59.6K	Buy	4,468 +31	+0.7%	+$446	﹤0.01%	1222
2024 Q4	$51.3K	Buy	4,437 +43	+1%	+$447	﹤0.01%	1273
2024 Q3	$46.4K	Buy	4,394 +39	+0.9%	+$430	﹤0.01%	1154
2024 Q2	$52.8K	Buy	4,355 +31	+0.7%	+$403	﹤0.01%	1101
2024 Q1	$54.9K	Buy	4,324 +36	+0.8%	+$467	﹤0.01%	1183
2023 Q4	$56.3K	Buy	4,288 +32	+0.8%	+$424	﹤0.01%	1168
2023 Q3	$62.4K	Buy	4,256 +27	+0.6%	+$450	﹤0.01%	1093
2023 Q2	$71.9K	Buy	4,229 +32	+0.8%	+$467	﹤0.01%	1072
2023 Q1	$63.2K	Buy	+4,197	New	+$68.7K	﹤0.01%	1102
2022 Q3	–	Sell	-4,782	Closed	-$67K	–	2257
2022 Q2	$67K	Buy	4,782 +32	+0.7%	+$496	﹤0.01%	1177
2022 Q1	$83K	Buy	4,750 +26	+0.6%	+$532	﹤0.01%	1235
2021 Q4	$108K	Buy	4,724 +20	+0.4%	+$464	﹤0.01%	1371
2021 Q3	$105K	Buy	4,704 +20	+0.4%	+$460	﹤0.01%	1177
2021 Q2	$111K	Buy	4,684 +17	+0.4%	+$441	﹤0.01%	1154
2021 Q1	$114K	Buy	+4,667	New	+$107K	﹤0.01%	1348

Other funds holding DAN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return