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Advisor OS’s Dynatrace DT Stock Holding History

Advisor OS’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 		– Sell
-10,106
Closed -$438K – 591
2025
Q4 		$438K Buy
10,106
+518
+5% +$24.1K 0.04% 300
2025
Q3 		$465K Sell
9,588
-2,188
-19% -$111K 0.04% 280
2025
Q2 		$650K Sell
11,776
-1,436
-11% -$71.9K 0.06% 210
2025
Q1 		$623K Sell
13,212
-657
-5% -$35.9K 0.07% 201
2024
Q4 		$754K Sell
13,869
-4,648
-25% -$254K 0.09% 156
2024
Q3 		$990K Buy
18,517
+329
+2% +$15.7K 0.1% 153
2024
Q2 		$814K Buy
18,188
+981
+6% +$45.2K 0.09% 185
2024
Q1 		$799K Buy
17,207
+2,779
+19% +$145K 0.09% 187
2023
Q4 		$789K Sell
14,428
-4,132
-22% -$209K 0.1% 168
2023
Q3 		$867K Buy
18,560
+1,171
+7% +$57.5K 0.13% 145
2023
Q2 		$895K Buy
17,389
+769
+5% +$36K 0.15% 143
2023
Q1 		$703K Sell
16,620
-4,627
-22% -$187K 0.17% 142
2022
Q4 		$814K Buy
21,247
+3,814
+22% +$139K 0.22% 108
2022
Q3 		$608K Sell
17,433
-1,673
-9% -$64.7K 0.18% 113
2022
Q2 		$754K Sell
19,106
-2,620
-12% -$104K 0.22% 106
2022
Q1 		$1.02M Sell
21,726
-5,760
-21% -$271K 0.3% 79
2021
Q4 		$1.66M Buy
27,486
+468
+2% +$31.9K 0.34% 74
2021
Q3 		$1.92M Sell
27,018
-3,984
-13% -$261K 0.42% 55
2021
Q2 		$1.81M Buy
31,002
+4,966
+19% +$259K 0.38% 50
2021
Q1 		$1.26M Buy
26,036
+4,229
+19% +$205K 0.28% 66
2020
Q4 		$943K Buy
21,807
+9,560
+78% +$380K 0.25% 57
2020
Q3 		$502K Buy
+12,247
New +$501K 0.21% 52

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisor OS's DT Position: Q1 2026 in Review

Advisor OS sold out of Dynatrace (DT) in Q1 2026, closing a stake of 10,106 shares — an estimated $438K sold.

Advisor OS first reported a position in DT in Q3 2020 and held it in 22 quarters. The position peaked at $1.92M in Q3 2021. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Advisor OS reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 10,106 Dynatrace shares in Q1 2026, an estimated $438K.
  • Advisor OS first reported a position in Dynatrace in Q3 2020 and held it in 22 quarters.
  • Advisor OS's Dynatrace position peaked at $1.92M in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.