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Clearstead Advisors’s Dynatrace DT Stock Holding History

Clearstead 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 		$78.4K Buy
1,786
+1,661
+1,329% +$64.7K ﹤0.01% 1367
2026
Q1 		$4.62K Sell
125
-5,428
-98% -$207K ﹤0.01% 1753
2025
Q4 		$241K Buy
5,553
+3,234
+139% +$151K ﹤0.01% 885
2025
Q3 		$112K Buy
2,319
+715
+45% +$36.2K ﹤0.01% 1016
2025
Q2 		$88.6K Buy
1,604
+1,479
+1,183% +$74.1K ﹤0.01% 1101
2025
Q1 		$5.89K Sell
125
-474
-79% -$25.9K ﹤0.01% 1716
2024
Q4 		$32.6K Sell
599
-1,165
-66% -$63.5K ﹤0.01% 1264
2024
Q3 		$94.3K Buy
1,764
+62
+4% +$2.95K ﹤0.01% 1040
2024
Q2 		$76.1K Buy
1,702
+521
+44% +$24K ﹤0.01% 1066
2024
Q1 		$54.2K Buy
1,181
+155
+15% +$8.07K ﹤0.01% 741
2023
Q4 		$56.1K Sell
1,026
-854
-45% -$43.2K ﹤0.01% 711
2023
Q3 		$87.9K Buy
1,880
+453
+32% +$22.2K ﹤0.01% 762
2023
Q2 		$73.4K Buy
+1,427
New +$66.9K ﹤0.01% 644

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

Clearstead Advisors's DT Position: Q2 2026 in Review

Clearstead Advisors increased its Dynatrace (DT) stake by 1,329% in Q2 2026, buying an estimated $64.7K and bringing the position to 1,786 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Clearstead Advisors first reported a position in DT in Q2 2023 and has held it in 13 quarters since. The position peaked at $241K in Q4 2025. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Clearstead Advisors held 1,786 shares of Dynatrace worth $78.4K as of Q2 2026.
  • Clearstead Advisors bought 1,661 Dynatrace shares in Q2 2026, an estimated $64.7K.
  • Dynatrace made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1367 holding.
  • Clearstead Advisors first reported a position in Dynatrace in Q2 2023 and has held it in 13 quarters since.
  • Clearstead Advisors's Dynatrace position peaked at $241K in Q4 2025.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.