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Cooper Financial Group’s Dynatrace DT Stock Holding History

Cooper Financial Group’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 		$579K Sell
13,175
-970
-7% -$37.8K 0.05% 244
2026
Q1 		$523K Buy
14,145
+64
+0.5% +$2.45K 0.05% 247
2025
Q4 		$610K Buy
14,081
+312
+2% +$14.5K 0.06% 213
2025
Q3 		$667K Sell
13,769
-404
-3% -$20.4K 0.07% 193
2025
Q2 		$782K Sell
14,173
-1,618
-10% -$81K 0.09% 174
2025
Q1 		$745K Buy
15,791
+400
+3% +$21.9K 0.1% 182
2024
Q4 		$837K Buy
15,391
+871
+6% +$47.5K 0.1% 169
2024
Q3 		$776K Buy
14,520
+710
+5% +$33.8K 0.1% 177
2024
Q2 		$618K Buy
13,810
+6,184
+81% +$285K 0.09% 193
2024
Q1 		$354K Buy
+7,626
New +$397K 0.06% 263

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

Cooper Financial Group's DT Position: Q2 2026 in Review

Cooper Financial Group reduced its Dynatrace (DT) stake by 6.9% in Q2 2026, selling an estimated $37.8K and leaving 13,175 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #244.

Cooper Financial Group first reported a position in DT in Q1 2024 and has held it in 10 quarters since. The position peaked at $837K in Q4 2024. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Cooper Financial Group held 13,175 shares of Dynatrace worth $579K as of Q2 2026.
  • Cooper Financial Group sold 970 Dynatrace shares in Q2 2026, an estimated $37.8K.
  • Dynatrace made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #244 holding.
  • Cooper Financial Group first reported a position in Dynatrace in Q1 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Dynatrace position peaked at $837K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.