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Bell Investment Advisors’s Dynatrace DT Stock Holding History

Bell Investment 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 		$7.11K Sell
162
-44
-21% -$1.71K ﹤0.01% 831
2026
Q1 		$7.62K Buy
206
+111
+117% +$4.24K ﹤0.01% 791
2025
Q4 		$4.12K Buy
95
+22
+30% +$1.02K ﹤0.01% 1052
2025
Q3 		$3.54K Hold
73
– – ﹤0.01% 1085
2025
Q2 		$4.03K Sell
73
-29
-28% -$1.45K ﹤0.01% 1081
2025
Q1 		$4.81K Buy
102
+18
+21% +$985 ﹤0.01% 930
2024
Q4 		$4.57K Hold
84
– – ﹤0.01% 964
2024
Q3 		$4.49K Hold
84
– – ﹤0.01% 987
2024
Q2 		$3.76K Hold
84
– – ﹤0.01% 1069
2024
Q1 		$3.9K Hold
84
– – ﹤0.01% 1048
2023
Q4 		$4.59K Hold
84
– – ﹤0.01% 930
2023
Q3 		$3.93K Buy
84
+20
+31% +$982 ﹤0.01% 938
2023
Q2 		$3.29K Hold
64
– – ﹤0.01% 1041
2023
Q1 		$2.71K Sell
64
-13
-17% -$526 ﹤0.01% 1096
2022
Q4 		$2.95K Sell
77
-15
-16% -$545 ﹤0.01% 1077
2022
Q3 		$3K Buy
92
+5
+6% +$193 ﹤0.01% 896
2022
Q2 		$3K Buy
+87
New +$3.46K ﹤0.01% 924
2021
Q4 		$0 Hold
8
– – ﹤0.01% 1820
2021
Q3 		$1K Buy
+8
New +$524 ﹤0.01% 1349

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's DT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Dynatrace (DT) stake by 21% in Q2 2026, selling an estimated $1.71K and leaving 162 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Bell Investment Advisors first reported a position in DT in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.62K in Q1 2026. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Bell Investment Advisors held 162 shares of Dynatrace worth $7.11K as of Q2 2026.
  • Bell Investment Advisors sold 44 Dynatrace shares in Q2 2026, an estimated $1.71K.
  • Dynatrace made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #831 holding.
  • Bell Investment Advisors first reported a position in Dynatrace in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Dynatrace position peaked at $7.62K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.