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Twin Peaks Wealth Advisors’s Dana Inc DAN Stock Holding History

Twin Peaks Wealth 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
2026
Q1 		$10.5K Buy
+313
New +$9.78K ﹤0.01% 1041
2025
Q3 		– Sell
-183
Closed -$3.42K – 633
2025
Q2 		$3.42K Buy
+183
New +$2.73K ﹤0.01% 1456

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Twin Peaks Wealth Advisors's DAN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dana Inc (DAN) in Q1 2026: 313 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DAN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DAN in Q2 2025 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold DAN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 313 shares of Dana Inc worth $10.5K as of Q1 2026.
  • Dana Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dana Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1041 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dana Inc in Q2 2025 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Dana Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.