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Arkadios Wealth Advisors’s Dynatrace DT Stock Holding History

Arkadios Wealth Advisors’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 		$329K Sell
8,896
-182
-2% -$6.96K 0.01% 1316
2025
Q4 		$393K Sell
9,078
-261
-3% -$12.2K 0.01% 1132
2025
Q3 		$452K Buy
9,339
+1,721
+23% +$87.1K 0.01% 974
2025
Q2 		$421K Buy
7,618
+1,852
+32% +$92.8K 0.01% 918
2025
Q1 		$272K Buy
5,766
+253
+5% +$13.8K 0.01% 944
2024
Q4 		$300K Buy
+5,513
New +$301K 0.02% 717

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

Arkadios Wealth Advisors's DT Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Dynatrace (DT) stake by 2% in Q1 2026, selling an estimated $6.96K and leaving 8,896 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1316.

Arkadios Wealth Advisors first reported a position in DT in Q4 2024 and has held it in 6 quarters since. The position peaked at $452K in Q3 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Arkadios Wealth Advisors held 8,896 shares of Dynatrace worth $329K as of Q1 2026.
  • Arkadios Wealth Advisors sold 182 Dynatrace shares in Q1 2026, an estimated $6.96K.
  • Dynatrace made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1316 holding.
  • Arkadios Wealth Advisors first reported a position in Dynatrace in Q4 2024 and has held it in 6 quarters since.
  • Arkadios Wealth Advisors's Dynatrace position peaked at $452K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.