CAG
DT icon

Crestwood Advisors Group’s Dynatrace DT Stock Holding History

Crestwood Advisors 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 		$386K Buy
8,789
+212
+2% +$8.26K 0.01% 580
2026
Q1 		$317K Buy
8,577
+2,731
+47% +$104K 0.01% 555
2025
Q4 		$253K Buy
+5,846
New +$273K ﹤0.01% 581

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

Crestwood Advisors Group's DT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Dynatrace (DT) stake by 2.5% in Q2 2026, buying an estimated $8.26K and bringing the position to 8,789 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #580.

Crestwood Advisors Group first reported a position in DT in Q4 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Crestwood Advisors Group held 8,789 shares of Dynatrace worth $386K as of Q2 2026.
  • Crestwood Advisors Group bought 212 Dynatrace shares in Q2 2026, an estimated $8.26K.
  • Dynatrace made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #580 holding.
  • Crestwood Advisors Group first reported a position in Dynatrace in Q4 2025 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.