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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
Q2 		$391K Buy
8,914
+18
+0.2% +$701 0.01% 1244
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 $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

Arkadios Wealth Advisors's DT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Dynatrace (DT) stake by 0.2% in Q2 2026, buying an estimated $701 and bringing the position to 8,914 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1244.

Arkadios Wealth Advisors first reported a position in DT in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q3 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Arkadios Wealth Advisors held 8,914 shares of Dynatrace worth $391K as of Q2 2026.
  • Arkadios Wealth Advisors bought 18 Dynatrace shares in Q2 2026, an estimated $701.
  • Dynatrace made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1244 holding.
  • Arkadios Wealth Advisors first reported a position in Dynatrace in Q4 2024 and has held it in 7 quarters since.
  • Arkadios Wealth Advisors's Dynatrace position peaked at $452K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.