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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
Q2 		– Sell
-313
Closed -$10.5K – 708
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 $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 $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

Twin Peaks Wealth Advisors's DAN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dana Inc (DAN) in Q2 2026, closing a stake of 313 shares — an estimated $10.5K sold.

Twin Peaks Wealth Advisors first reported a position in DAN in Q2 2025 and held it in 2 quarters. The position peaked at $10.5K in Q1 2026. 340 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dana Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 313 Dana Inc shares in Q2 2026, an estimated $10.5K.
  • Twin Peaks Wealth Advisors first reported a position in Dana Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dana Inc position peaked at $10.5K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.