SPL
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Superior Planning, LLC’s Dynatrace DT Stock Holding History

Superior Planning, LLC’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.7K Buy
+307
New +$15.2K 0.01% 734

Other funds holding DT

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Superior Planning, LLC's DT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dynatrace (DT) in Q3 2026: 307 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #734 among its holdings.

443 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • Superior Planning, LLC held 307 shares of Dynatrace worth $17.7K as of Q3 2026.
  • Dynatrace was a new Superior Planning, LLC position in Q3 2026.
  • Dynatrace made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #734 holding.
  • 443 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.