Aventura Private Wealth’s Dynatrace DT Stock Holding History

Aventura Private Wealth’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	–	Sell	-50	Closed	-$2.17K	–	912
2025 Q4	$2.17K	Buy	50 +30	+150%	+$1.4K	﹤0.01%	678
2025 Q3	$969	Buy	+20	New	+$1.01K	﹤0.01%	736

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Aventura Private Wealth's DT Position: Q1 2026 in Review

Aventura Private Wealth sold out of Dynatrace (DT) in Q1 2026, closing a stake of 50 shares — an estimated $2.17K sold.

Aventura Private Wealth first reported a position in DT in Q3 2025 and held it in 2 quarters. The position peaked at $2.17K in Q4 2025. 581 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Aventura Private Wealth reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
Aventura Private Wealth sold 50 Dynatrace shares in Q1 2026, an estimated $2.17K.
Aventura Private Wealth first reported a position in Dynatrace in Q3 2025 and held it in 2 quarters.
Aventura Private Wealth's Dynatrace position peaked at $2.17K in Q4 2025.
581 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Aventura Private Wealth's 13F filing for Q1 2026, filed 6 May 2026.