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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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 $31.8B 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

Spire Wealth Management's DAN Position: Q2 2026 in Review

Spire Wealth Management increased its Dana Inc (DAN) stake by 0.33% in Q2 2026, buying an estimated $512 and bringing the position to 4,569 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Spire Wealth Management first reported a position in DAN in Q1 2021 and has held it in 20 quarters since. The position peaked at $153K in Q1 2026. 339 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Spire Wealth Management held 4,569 shares of Dana Inc worth $124K as of Q2 2026.
  • Spire Wealth Management bought 15 Dana Inc shares in Q2 2026, an estimated $512.
  • Dana Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #919 holding.
  • Spire Wealth Management first reported a position in Dana Inc in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Dana Inc position peaked at $153K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.