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	–	1882
2022 Q4	$210K	Buy	+5,505	New	+$200K	﹤0.01%	1584

Other funds holding DT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return