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Advisors Asset Management’s Dynatrace DT Stock Holding History

Advisors Asset 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 		$750K Buy
17,086
+3,907
+30% +$152K 0.01% 882
2026
Q1 		$487K Buy
13,179
+5,468
+71% +$209K 0.01% 973
2025
Q4 		$334K Buy
7,711
+3,753
+95% +$175K 0.01% 1038
2025
Q3 		$192K Sell
3,958
-692
-15% -$35K ﹤0.01% 1129
2025
Q2 		$257K Sell
4,650
-818
-15% -$41K ﹤0.01% 1076
2025
Q1 		$258K Sell
5,468
-250
-4% -$13.7K ﹤0.01% 1065
2024
Q4 		$311K Buy
5,718
+439
+8% +$23.9K 0.01% 1037
2024
Q3 		$282K Buy
5,279
+965
+22% +$45.9K 0.01% 1048
2024
Q2 		$193K Sell
4,314
-671
-13% -$30.9K ﹤0.01% 1114
2024
Q1 		$232K Sell
4,985
-1,482
-23% -$77.2K ﹤0.01% 1105
2023
Q4 		$354K Sell
6,467
-868
-12% -$43.9K 0.01% 994
2023
Q3 		$343K Sell
7,335
-1,196
-14% -$58.7K 0.01% 1005
2023
Q2 		$439K Sell
8,531
-3,823
-31% -$179K 0.01% 969
2023
Q1 		$523K Sell
12,354
-6,947
-36% -$281K 0.01% 924
2022
Q4 		$739K Sell
19,301
-10,423
-35% -$379K 0.02% 850
2022
Q3 		$1.03M Sell
29,724
-6,768
-19% -$262K 0.02% 712
2022
Q2 		$1.44M Sell
36,492
-3,851
-10% -$153K 0.03% 632
2022
Q1 		$1.9M Buy
40,343
+2,882
+8% +$136K 0.03% 601
2021
Q4 		$2.26M Buy
37,461
+14,294
+62% +$974K 0.03% 560
2021
Q3 		$1.64M Buy
23,167
+13,976
+152% +$916K 0.02% 656
2021
Q2 		$537K Buy
9,191
+7,408
+415% +$387K 0.01% 984
2021
Q1 		$86K Buy
+1,783
New +$86.5K ﹤0.01% 1351

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

Advisors Asset Management's DT Position: Q2 2026 in Review

Advisors Asset Management increased its Dynatrace (DT) stake by 30% in Q2 2026, buying an estimated $152K and bringing the position to 17,086 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #882.

Advisors Asset Management first reported a position in DT in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.26M in Q4 2021. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Advisors Asset Management held 17,086 shares of Dynatrace worth $750K as of Q2 2026.
  • Advisors Asset Management bought 3,907 Dynatrace shares in Q2 2026, an estimated $152K.
  • Dynatrace made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #882 holding.
  • Advisors Asset Management first reported a position in Dynatrace in Q1 2021 and has held it in 22 quarters since.
  • Advisors Asset Management's Dynatrace position peaked at $2.26M in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.