Avior Wealth Management’s Dynatrace DT Stock Holding History

Avior Wealth Management’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	$418K	Sell	9,517 -4	-0%	-$156	0.01%	564
2026 Q1	$352K	Buy	9,521 +1,110	+13%	+$42.4K	0.01%	642
2025 Q4	$365K	Sell	8,411 -1,340	-14%	-$62.5K	0.01%	551
2025 Q3	$472K	Buy	9,751 +1,652	+20%	+$83.6K	0.02%	457
2025 Q2	$447K	Hold	8,099	–	–	0.02%	459
2025 Q1	$382K	Sell	8,099 -47	-0.6%	-$2.57K	0.01%	486
2024 Q4	$443K	Sell	8,146 -651	-7%	-$35.5K	0.02%	482
2024 Q3	$470K	Buy	8,797 +248	+3%	+$11.8K	0.02%	464
2024 Q2	$382K	Buy	8,549 +8,263	+2,889%	+$381K	0.02%	506
2024 Q1	$13.3K	Sell	286 -8,117	-97%	-$423K	﹤0.01%	1766
2023 Q4	$460K	Buy	8,403 +356	+4%	+$18K	0.03%	364
2023 Q3	$376K	Buy	8,047 +234	+3%	+$11.5K	0.03%	398
2023 Q2	$402K	Buy	+7,813	New	+$366K	0.03%	392

Other funds holding DT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Avior Wealth Management's DT Position: Q2 2026 in Review

Avior Wealth Management reduced its Dynatrace (DT) stake by 0.04% in Q2 2026, selling an estimated $156 and leaving 9,517 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #564.

Avior Wealth Management first reported a position in DT in Q2 2023 and has held it in 13 quarters since. The position peaked at $472K in Q3 2025. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Avior Wealth Management held 9,517 shares of Dynatrace worth $418K as of Q2 2026.
Avior Wealth Management sold 4 Dynatrace shares in Q2 2026, an estimated $156.
Dynatrace made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #564 holding.
Avior Wealth Management first reported a position in Dynatrace in Q2 2023 and has held it in 13 quarters since.
Avior Wealth Management's Dynatrace position peaked at $472K in Q3 2025.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.