Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dynatrace DT Stock Holding History

Carson Wealth (CWM 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
Q1 		$782K Buy
21,148
+17,161
+430% +$656K ﹤0.01% 1699
2025
Q4 		$173K Buy
3,987
+906
+29% +$42.2K ﹤0.01% 2686
2025
Q3 		$149K Buy
3,081
+115
+4% +$5.82K ﹤0.01% 2673
2025
Q2 		$164K Sell
2,966
-2,536
-46% -$127K ﹤0.01% 2347
2025
Q1 		$259K Sell
5,502
-1,548
-22% -$84.7K ﹤0.01% 1759
2024
Q4 		$383K Sell
7,050
-16
-0.2% -$873 ﹤0.01% 1487
2024
Q3 		$378K Buy
7,066
+4,709
+200% +$224K ﹤0.01% 1433
2024
Q2 		$105K Buy
2,357
+550
+30% +$25.3K ﹤0.01% 1947
2024
Q1 		$84K Buy
1,807
+455
+34% +$23.7K ﹤0.01% 1981
2023
Q4 		$74K Sell
1,352
-27
-2% -$1.36K ﹤0.01% 1934
2023
Q3 		$64K Hold
1,379
– – ﹤0.01% 1917
2023
Q2 		$71K Buy
1,379
+333
+32% +$15.6K ﹤0.01% 1761
2023
Q1 		$44K Sell
1,046
-48
-4% -$1.94K ﹤0.01% 1944
2022
Q4 		$42K Buy
1,094
+157
+17% +$5.71K ﹤0.01% 1841
2022
Q3 		$33K Buy
937
+175
+23% +$6.77K ﹤0.01% 1881
2022
Q2 		$30K Buy
762
+103
+16% +$4.1K ﹤0.01% 1882
2022
Q1 		$31K Sell
659
-137
-17% -$6.45K ﹤0.01% 1822
2021
Q4 		$48K Buy
+796
New +$54.2K ﹤0.01% 1578
2021
Q2 		$1.75M Hold
29,969
– – 0.01% 472
2021
Q1 		$1.75M Hold
29,969
– – 0.01% 472
2020
Q4 		$1.75M Hold
29,969
– – 0.01% 472
2020
Q3 		$1.75M Hold
29,969
– – 0.01% 472
2020
Q2 		$1.75M Hold
29,969
– – 0.01% 472
2020
Q1 		$1.75M Hold
29,969
– – 0.01% 472
2019
Q4 		$1.75M Hold
29,969
– – 0.01% 472
2019
Q3 		$1.75M Buy
+29,969
New +$679K 0.01% 472

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dynatrace (DT) stake by 430% in Q1 2026, buying an estimated $656K and bringing the position to 21,148 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Carson Wealth (CWM LLC) first reported a position in DT in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.75M in Q2 2021. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,148 shares of Dynatrace worth $782K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,161 Dynatrace shares in Q1 2026, an estimated $656K.
  • Dynatrace made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1699 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dynatrace in Q3 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Dynatrace position peaked at $1.75M in Q2 2021.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.