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Addison Advisors’s Dynatrace DT Stock Holding History

Addison Advisors’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 		$3.29K Sell
75
-238
-76% -$9.27K ﹤0.01% 531
2026
Q1 		$11.6K Buy
313
+265
+552% +$10.1K ﹤0.01% 645
2025
Q4 		$2.08K Buy
+48
New +$2.24K ﹤0.01% 782

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

Addison Advisors's DT Position: Q2 2026 in Review

Addison Advisors reduced its Dynatrace (DT) stake by 76% in Q2 2026, selling an estimated $9.27K and leaving 75 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Addison Advisors first reported a position in DT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q1 2026. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Addison Advisors held 75 shares of Dynatrace worth $3.29K as of Q2 2026.
  • Addison Advisors sold 238 Dynatrace shares in Q2 2026, an estimated $9.27K.
  • Dynatrace made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #531 holding.
  • Addison Advisors first reported a position in Dynatrace in Q4 2025 and has held it in 3 quarters since.
  • Addison Advisors's Dynatrace position peaked at $11.6K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.