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Allworth Financial’s Dynatrace DT Stock Holding History

Allworth Financial’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 		$459K Buy
10,442
+5,219
+100% +$203K ﹤0.01% 1020
2026
Q1 		$193K Buy
5,223
+2,484
+91% +$94.9K ﹤0.01% 1428
2025
Q4 		$119K Buy
2,739
+918
+50% +$42.8K ﹤0.01% 1658
2025
Q3 		$88.2K Buy
1,821
+106
+6% +$5.37K ﹤0.01% 1757
2025
Q2 		$94.7K Buy
1,715
+387
+29% +$19.4K ﹤0.01% 1572
2025
Q1 		$61.3K Buy
1,328
+153
+13% +$8.37K ﹤0.01% 1459
2024
Q4 		$63.9K Buy
1,175
+65
+6% +$3.54K ﹤0.01% 1454
2024
Q3 		$59.4K Buy
1,110
+33
+3% +$1.57K ﹤0.01% 1328
2024
Q2 		$47.4K Buy
1,077
+38
+4% +$1.75K ﹤0.01% 1411
2024
Q1 		$48.3K Sell
1,039
-80
-7% -$4.17K ﹤0.01% 1320
2023
Q4 		$61.2K Buy
1,119
+45
+4% +$2.27K ﹤0.01% 1118
2023
Q3 		$50.2K Sell
1,074
-654
-38% -$32.1K ﹤0.01% 1112
2023
Q2 		$88.9K Sell
1,728
-69
-4% -$3.23K ﹤0.01% 935
2023
Q1 		$76K Buy
1,797
+15
+0.8% +$607 ﹤0.01% 939
2022
Q4 		$68.3K Sell
1,782
-498
-22% -$18.1K ﹤0.01% 908
2022
Q3 		$79K Buy
2,280
+116
+5% +$4.49K ﹤0.01% 829
2022
Q2 		$85K Buy
2,164
+2,145
+11,289% +$85.4K ﹤0.01% 758
2022
Q1 		$1K Buy
+19
New +$895 ﹤0.01% 1915
2021
Q4 		– Sell
-72
Closed -$5K – 1976
2021
Q3 		$5K Buy
+72
New +$4.72K ﹤0.01% 1515

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

Allworth Financial's DT Position: Q2 2026 in Review

Allworth Financial increased its Dynatrace (DT) stake by 100% in Q2 2026, buying an estimated $203K and bringing the position to 10,442 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Allworth Financial first reported a position in DT in Q3 2021 and has held it in 19 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Allworth Financial held 10,442 shares of Dynatrace worth $459K as of Q2 2026.
  • Allworth Financial bought 5,219 Dynatrace shares in Q2 2026, an estimated $203K.
  • Dynatrace made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1020 holding.
  • Allworth Financial first reported a position in Dynatrace in Q3 2021 and has held it in 19 quarters since.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.