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WealthTrak Capital Management’s Dana Inc DAN Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-20
Closed -$343 – 285
2025
Q2 		$343 Sell
20
-15
-43% -$224 ﹤0.01% 742
2025
Q1 		$467 Buy
35
+25
+250% +$360 ﹤0.01% 667
2024
Q4 		$116 Buy
+10
New +$104 ﹤0.01% 893

Other funds holding DAN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GAMCO Investors
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

WealthTrak Capital Management's DAN Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Dana Inc (DAN) in Q3 2025, closing a stake of 20 shares — an estimated $343 sold.

WealthTrak Capital Management first reported a position in DAN in Q4 2024 and held it in 3 quarters. The position peaked at $467 in Q1 2025. 304 funds tracked by Wall St. Rank hold DAN as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Dana Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Dana Inc shares in Q3 2025, an estimated $343.
  • WealthTrak Capital Management first reported a position in Dana Inc in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Dana Inc position peaked at $467 in Q1 2025.
  • 304 funds tracked by Wall St. Rank held Dana Inc as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.