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Avion Wealth’s Dynatrace DT Stock Holding History

Avion 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
Q2 		$5K Sell
119
-57
-32% -$2.22K ﹤0.01% 782
2026
Q1 		$6K Buy
176
+153
+665% +$5.85K ﹤0.01% 606
2025
Q4 		$0 Sell
23
-21
-48% -$979 ﹤0.01% 1318
2025
Q3 		$2K Buy
44
+10
+29% +$506 ﹤0.01% 842
2025
Q2 		$1K Sell
34
-5
-13% -$250 ﹤0.01% 949
2025
Q1 		$2K Hold
39
– – ﹤0.01% 702
2024
Q4 		$2K Buy
39
+5
+15% +$273 ﹤0.01% 699
2024
Q3 		$1K Buy
34
+24
+240% +$1.14K ﹤0.01% 792
2024
Q2 		$0 Buy
+10
New +$461 ﹤0.01% 1001
2023
Q4 		– Sell
-11
Closed – – 1137
2023
Q3 		$0 Buy
+11
New +$540 ﹤0.01% 895

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

Avion Wealth's DT Position: Q2 2026 in Review

Avion Wealth reduced its Dynatrace (DT) stake by 32% in Q2 2026, selling an estimated $2.22K and leaving 119 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Avion Wealth first reported a position in DT in Q3 2023 and has held it in 10 quarters since. The position peaked at $6K in Q1 2026. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Avion Wealth held 119 shares of Dynatrace worth $5K as of Q2 2026.
  • Avion Wealth sold 57 Dynatrace shares in Q2 2026, an estimated $2.22K.
  • Dynatrace made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #782 holding.
  • Avion Wealth first reported a position in Dynatrace in Q3 2023 and has held it in 10 quarters since.
  • Avion Wealth's Dynatrace position peaked at $6K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.