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 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%	1067
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%	993
2023 Q3	$343K	Sell	7,335 -1,196	-14%	-$58.7K	0.01%	1004
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%	923
2022 Q4	$739K	Sell	19,301 -10,423	-35%	-$379K	0.02%	849
2022 Q3	$1.03M	Sell	29,724 -6,768	-19%	-$262K	0.02%	708
2022 Q2	$1.44M	Sell	36,492 -3,851	-10%	-$153K	0.03%	629
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	0.03%	655
2021 Q2	$537K	Buy	9,191 +7,408	+415%	+$387K	0.01%	984
2021 Q1	$86K	Buy	+1,783	New	+$86.5K	﹤0.01%	1350

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

Advisors Asset Management's DT Position: Q1 2026 in Review

Advisors Asset Management increased its Dynatrace (DT) stake by 71% in Q1 2026, buying an estimated $209K and bringing the position to 13,179 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #973.

Advisors Asset Management first reported a position in DT in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.26M in Q4 2021. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Advisors Asset Management held 13,179 shares of Dynatrace worth $487K as of Q1 2026.
Advisors Asset Management bought 5,468 Dynatrace shares in Q1 2026, an estimated $209K.
Dynatrace made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #973 holding.
Advisors Asset Management first reported a position in Dynatrace in Q1 2021 and has held it in 21 quarters since.
Advisors Asset Management's Dynatrace position peaked at $2.26M in Q4 2021.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.