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Strategic Wealth Partners’s Dana Inc DAN Stock Holding History

Strategic Wealth 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
2025
Q4 		– Sell
-369
Closed -$7.39K – 1479
2025
Q3 		$7.39K Hold
369
– – ﹤0.01% 966
2025
Q2 		$6.33K Buy
+369
New +$5.51K ﹤0.01% 868

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American Century Companies
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Strategic Wealth Partners's DAN Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Dana Inc (DAN) in Q4 2025, closing a stake of 369 shares — an estimated $7.39K sold.

Strategic Wealth Partners first reported a position in DAN in Q2 2025 and held it in 2 quarters. The position peaked at $7.39K in Q3 2025. 304 funds tracked by Wall St. Rank hold DAN as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Dana Inc position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 369 Dana Inc shares in Q4 2025, an estimated $7.39K.
  • Strategic Wealth Partners first reported a position in Dana Inc in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's Dana Inc position peaked at $7.39K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Dana Inc as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.