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Michael Stewart

Dana Investment Advisors, Inc.

Assets Managed
$3.355B
Holdings
556
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-2.4%(2Q avg: -0.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dana Investment Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 556 positions.

Assets under management

The assets under management (AUM) of Dana Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.355B in assets, with a quarterly growth rate of -2.4% and a 2-quarter average growth rate of -0.86%. The portfolio is managed by Michael Stewart, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.84%
4.35%
$145.91M
574,924 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.31%
4.17%
$139.747M
801,303 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.64%
3.24%
$108.448M
292,967 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.69%
3.03%
$101.588M
353,277 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.95%
2.22%
$74.367M
357,070 shares@ $208.27 avg price
DUNK
Dana Unconstrained Eq Etf
Recent Activity
Decreased -3.98%
2.06%
$69.007M
3.409M shares@ $20.25 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 7.49%
1.61%
$53.717M
173,556 shares@ $309.51 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -6.98%
1.46%
$48.785M
85,270 shares@ $572.13 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -4.53%
1.19%
$39.891M
131,983 shares@ $302.25 avg price
NOW
Servicenow Inc
Recent Activity
Increased 37.71%
1.12%
$37.414M
357,858 shares@ $104.56 avg price

1-10 of 556