Creative Planning
DT icon

Creative Planning’s Dynatrace DT Stock Holding History

Creative Planning’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 		$5.1M Buy
138,045
+96,934
+236% +$3.71M ﹤0.01% 1185
2025
Q4 		$1.78M Sell
41,111
-4,946
-11% -$231K ﹤0.01% 1817
2025
Q3 		$2.23M Buy
46,057
+6,056
+15% +$306K ﹤0.01% 1460
2025
Q2 		$2.21M Buy
40,001
+10,220
+34% +$512K ﹤0.01% 1245
2025
Q1 		$1.4M Buy
29,781
+2,060
+7% +$113K ﹤0.01% 1444
2024
Q4 		$1.51M Buy
27,721
+1,829
+7% +$99.8K ﹤0.01% 1324
2024
Q3 		$1.38M Buy
25,892
+8,247
+47% +$393K ﹤0.01% 1286
2024
Q2 		$789K Sell
17,645
-52
-0.3% -$2.4K ﹤0.01% 1593
2024
Q1 		$822K Buy
17,697
+4,996
+39% +$260K ﹤0.01% 1478
2023
Q4 		$695K Buy
12,701
+1,264
+11% +$63.9K ﹤0.01% 1474
2023
Q3 		$534K Buy
11,437
+133
+1% +$6.53K ﹤0.01% 1523
2023
Q2 		$582K Buy
11,304
+1,122
+11% +$52.6K ﹤0.01% 1460
2023
Q1 		$431K Sell
10,182
-538
-5% -$21.8K ﹤0.01% 1565
2022
Q4 		$411K Buy
10,720
+2,348
+28% +$85.3K ﹤0.01% 1529
2022
Q3 		$291K Buy
8,372
+1,536
+22% +$59.4K ﹤0.01% 1662
2022
Q2 		$270K Buy
6,836
+1,541
+29% +$61.3K ﹤0.01% 1688
2022
Q1 		$249K Sell
5,295
-486
-8% -$22.9K ﹤0.01% 1754
2021
Q4 		$349K Sell
5,781
-395
-6% -$26.9K ﹤0.01% 1520
2021
Q3 		$438K Sell
6,176
-9,281
-60% -$608K ﹤0.01% 1368
2021
Q2 		$903K Buy
15,457
+10,000
+183% +$522K ﹤0.01% 978
2021
Q1 		$263K Buy
5,457
+211
+4% +$10.2K ﹤0.01% 1874
2020
Q4 		$227K Buy
+5,246
New +$208K ﹤0.01% 1799

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

Creative Planning's DT Position: Q1 2026 in Review

Creative Planning increased its Dynatrace (DT) stake by 236% in Q1 2026, buying an estimated $3.71M and bringing the position to 138,045 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Creative Planning first reported a position in DT in Q4 2020 and has held it in 22 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Creative Planning held 138,045 shares of Dynatrace worth $5.1M as of Q1 2026.
  • Creative Planning bought 96,934 Dynatrace shares in Q1 2026, an estimated $3.71M.
  • Dynatrace made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1185 holding.
  • Creative Planning first reported a position in Dynatrace in Q4 2020 and has held it in 22 quarters since.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.