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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Addison Advisors's DT Position: Q1 2026 in Review

Addison Advisors increased its Dynatrace (DT) stake by 552% in Q1 2026, buying an estimated $10.1K and bringing the position to 313 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Addison Advisors first reported a position in DT in Q4 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Addison Advisors held 313 shares of Dynatrace worth $11.6K as of Q1 2026.
Addison Advisors bought 265 Dynatrace shares in Q1 2026, an estimated $10.1K.
Dynatrace made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #645 holding.
Addison Advisors first reported a position in Dynatrace in Q4 2025 and has held it in 2 quarters since.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.