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Basecamp Wealth Advisors’s Dynatrace DT Stock Holding History

Basecamp Wealth Advisors’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 		$11.5K Buy
263
+167
+174% +$6.5K ﹤0.01% 975
2026
Q1 		$3.55K Buy
96
+85
+773% +$3.25K ﹤0.01% 1265
2025
Q4 		$477 Buy
+11
New +$513 ﹤0.01% 1648

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

Basecamp Wealth Advisors's DT Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Dynatrace (DT) stake by 174% in Q2 2026, buying an estimated $6.5K and bringing the position to 263 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Basecamp Wealth Advisors first reported a position in DT in Q4 2025 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Basecamp Wealth Advisors held 263 shares of Dynatrace worth $11.5K as of Q2 2026.
  • Basecamp Wealth Advisors bought 167 Dynatrace shares in Q2 2026, an estimated $6.5K.
  • Dynatrace made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #975 holding.
  • Basecamp Wealth Advisors first reported a position in Dynatrace in Q4 2025 and has held it in 3 quarters since.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.