AWM
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Activest Wealth Management’s Dynatrace DT Stock Holding History

Activest Wealth Management’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 		$3.12K Sell
71
-122
-63% -$4.75K ﹤0.01% 785
2026
Q1 		$7.14K Buy
193
+148
+329% +$5.66K ﹤0.01% 757
2025
Q4 		$1.95K Sell
45
-116
-72% -$5.41K ﹤0.01% 893
2025
Q3 		$7.8K Buy
161
+128
+388% +$6.48K ﹤0.01% 565
2025
Q2 		$1.82K Buy
+33
New +$1.65K ﹤0.01% 698

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

Activest Wealth Management's DT Position: Q2 2026 in Review

Activest Wealth Management reduced its Dynatrace (DT) stake by 63% in Q2 2026, selling an estimated $4.75K and leaving 71 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Activest Wealth Management first reported a position in DT in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.8K in Q3 2025. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Activest Wealth Management held 71 shares of Dynatrace worth $3.12K as of Q2 2026.
  • Activest Wealth Management sold 122 Dynatrace shares in Q2 2026, an estimated $4.75K.
  • Dynatrace made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #785 holding.
  • Activest Wealth Management first reported a position in Dynatrace in Q2 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Dynatrace position peaked at $7.8K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.