Cassaday & Co Wealth Management’s Dynatrace DT Stock Holding History

Cassaday & Co 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	$264	Hold	6	–	–	﹤0.01%	1194
2026 Q1	$222	Buy	+6	New	+$229	﹤0.01%	1259

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

Cassaday & Co Wealth Management's DT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Dynatrace (DT) position steady in Q2 2026 at 6 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Cassaday & Co Wealth Management first reported a position in DT in Q1 2026 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Cassaday & Co Wealth Management held 6 shares of Dynatrace worth $264 as of Q2 2026.
Cassaday & Co Wealth Management left its Dynatrace share count unchanged in Q2 2026.
Dynatrace made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1194 holding.
Cassaday & Co Wealth Management first reported a position in Dynatrace in Q1 2026 and has held it in 2 quarters since.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.