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Bogart Wealth LLC’s Dynatrace DT Stock Holding History

Bogart Wealth LLC’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 		$7.73K Buy
176
+128
+267% +$4.99K ﹤0.01% 1073
2026
Q1 		$1.77K Buy
+48
New +$1.83K ﹤0.01% 1301
2025
Q4 		– Sell
-10
Closed -$485 – 1608
2025
Q3 		$485 Buy
+10
New +$506 ﹤0.01% 1445
2025
Q2 		– Sell
-22
Closed -$1.04K – 1472
2025
Q1 		$1.04K Sell
22
-16
-42% -$875 ﹤0.01% 1176
2024
Q4 		$2.06K Buy
+38
New +$2.07K ﹤0.01% 1091

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

Bogart Wealth LLC's DT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Dynatrace (DT) stake by 267% in Q2 2026, buying an estimated $4.99K and bringing the position to 176 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Bogart Wealth LLC first reported a position in DT in Q4 2024 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Bogart Wealth LLC held 176 shares of Dynatrace worth $7.73K as of Q2 2026.
  • Bogart Wealth LLC bought 128 Dynatrace shares in Q2 2026, an estimated $4.99K.
  • Dynatrace made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1073 holding.
  • Bogart Wealth LLC first reported a position in Dynatrace in Q4 2024 and has held it in 5 quarters since.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.