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Atria Wealth Solutions’s Dynatrace DT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$876K Buy
15,870
+8,945
+129% +$448K 0.02% 692
2025
Q1 		$327K Buy
6,925
+2,676
+63% +$146K ﹤0.01% 1424
2024
Q4 		$231K Sell
4,249
-540
-11% -$29.5K ﹤0.01% 1726
2024
Q3 		$256K Buy
4,789
+169
+4% +$8.05K ﹤0.01% 1610
2024
Q2 		$207K Sell
4,620
-498
-10% -$22.9K ﹤0.01% 1756
2024
Q1 		$238K Buy
5,118
+1,272
+33% +$66.2K ﹤0.01% 1714
2023
Q4 		$210K Buy
+3,846
New +$194K ﹤0.01% 1743
2023
Q1 		– Sell
-5,505
Closed -$210K – 1881
2022
Q4 		$210K Buy
+5,505
New +$200K ﹤0.01% 1584

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Atria Wealth Solutions's DT Position: Q2 2025 in Review

Atria Wealth Solutions increased its Dynatrace (DT) stake by 129% in Q2 2025, buying an estimated $448K and bringing the position to 15,870 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #692.

Atria Wealth Solutions first reported a position in DT in Q4 2022 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold DT as of Q2 2025.

  • Atria Wealth Solutions held 15,870 shares of Dynatrace worth $876K as of Q2 2025.
  • Atria Wealth Solutions bought 8,945 Dynatrace shares in Q2 2025, an estimated $448K.
  • Dynatrace made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #692 holding.
  • Atria Wealth Solutions first reported a position in Dynatrace in Q4 2022 and has held it in 8 quarters since.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.