AIFS
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A&I Financial Services’s Dynatrace DT Stock Holding History

A&I Financial Services’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
Q2 		$442K Hold
10,067
– – 0.19% 54
2026
Q1 		$372K Hold
10,067
– – 0.18% 56
2025
Q4 		$436K Hold
10,067
– – 0.21% 54
2025
Q3 		$486K Hold
10,067
– – 0.24% 54
2025
Q2 		$556K Sell
10,067
-6,414
-39% -$321K 0.31% 41
2025
Q1 		$777K Buy
+16,481
New +$902K 0.53% 25

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

A&I Financial Services's DT Position: Q2 2026 in Review

A&I Financial Services held its Dynatrace (DT) position steady in Q2 2026 at 10,067 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #54.

A&I Financial Services first reported a position in DT in Q1 2025 and has held it in 6 quarters since. The position peaked at $777K in Q1 2025. 593 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • A&I Financial Services held 10,067 shares of Dynatrace worth $442K as of Q2 2026.
  • A&I Financial Services left its Dynatrace share count unchanged in Q2 2026.
  • Dynatrace made up 0.19% of A&I Financial Services's portfolio in Q2 2026, its #54 holding.
  • A&I Financial Services first reported a position in Dynatrace in Q1 2025 and has held it in 6 quarters since.
  • A&I Financial Services's Dynatrace position peaked at $777K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.