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Cornerstone Financial Management’s Dynatrace DT Stock Holding History

Cornerstone Financial 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 		$2.55K Sell
58
-12
-17% -$467 ﹤0.01% 777
2026
Q1 		$2.59K Buy
70
+46
+192% +$1.76K ﹤0.01% 651
2025
Q4 		$1.04K Buy
+24
New +$1.12K ﹤0.01% 917

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

Cornerstone Financial Management's DT Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Dynatrace (DT) stake by 17% in Q2 2026, selling an estimated $467 and leaving 58 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Cornerstone Financial Management first reported a position in DT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.59K in Q1 2026. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Cornerstone Financial Management held 58 shares of Dynatrace worth $2.55K as of Q2 2026.
  • Cornerstone Financial Management sold 12 Dynatrace shares in Q2 2026, an estimated $467.
  • Dynatrace made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #777 holding.
  • Cornerstone Financial Management first reported a position in Dynatrace in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Dynatrace position peaked at $2.59K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.