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Angeles Wealth Management’s Dynatrace DT Stock Holding History

Angeles Wealth 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 		$243K Sell
5,527
-15
-0.3% -$584 0.01% 435
2026
Q1 		$205K Buy
+5,542
New +$212K 0.01% 401

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Vanguard Portfolio Management
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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

Angeles Wealth Management's DT Position: Q2 2026 in Review

Angeles Wealth Management reduced its Dynatrace (DT) stake by 0.27% in Q2 2026, selling an estimated $584 and leaving 5,527 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #435.

Angeles Wealth Management first reported a position in DT in Q1 2026 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Angeles Wealth Management held 5,527 shares of Dynatrace worth $243K as of Q2 2026.
  • Angeles Wealth Management sold 15 Dynatrace shares in Q2 2026, an estimated $584.
  • Dynatrace made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Angeles Wealth Management first reported a position in Dynatrace in Q1 2026 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.