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Concurrent Investment Advisors’s Dynatrace DT Stock Holding History

Concurrent 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
Q1 		$476K Sell
12,880
-4,327
-25% -$165K 0.01% 1237
2025
Q4 		$746K Buy
17,207
+9,207
+115% +$429K 0.01% 962
2025
Q3 		$388K Buy
8,000
+1,790
+29% +$90.6K 0.01% 1035
2025
Q2 		$343K Buy
6,210
+77
+1% +$3.86K 0.01% 1000
2025
Q1 		$289K Buy
+6,133
New +$335K 0.01% 945

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 $94.8B AUM 24.11% 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

Concurrent Investment Advisors's DT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Dynatrace (DT) stake by 25% in Q1 2026, selling an estimated $165K and leaving 12,880 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #1237.

Concurrent Investment Advisors first reported a position in DT in Q1 2025 and has held it in 5 quarters since. The position peaked at $746K in Q4 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Concurrent Investment Advisors held 12,880 shares of Dynatrace worth $476K as of Q1 2026.
  • Concurrent Investment Advisors sold 4,327 Dynatrace shares in Q1 2026, an estimated $165K.
  • Dynatrace made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1237 holding.
  • Concurrent Investment Advisors first reported a position in Dynatrace in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Dynatrace position peaked at $746K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.