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Wealthspire Advisors (New York)’s Dana Inc DAN Stock Holding History

Wealthspire Advisors (New York)’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
-509
Closed -$10.2K – 1470
2025
Q3 		$10.2K Buy
+509
New +$9.44K ﹤0.01% 2004

Other funds holding DAN

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Wealthspire Advisors (New York)'s DAN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dana Inc (DAN) in Q4 2025, closing a stake of 509 shares — an estimated $10.2K sold.

Wealthspire Advisors (New York) first reported a position in DAN in Q3 2025 and held it in 1 quarter. The position peaked at $10.2K in Q3 2025. 304 funds tracked by Wall St. Rank hold DAN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dana Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 509 Dana Inc shares in Q4 2025, an estimated $10.2K.
  • Wealthspire Advisors (New York) first reported a position in Dana Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dana Inc position peaked at $10.2K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Dana Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.