EWP
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Elevation Wealth Partners’s Dynatrace DT Stock Holding History

Elevation Wealth Partners’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
Q3 		$53.6K Buy
929
+255
+38% +$12.6K 0.02% 373
2026
Q2 		$29.6K Buy
674
+64
+10% +$2.49K 0.01% 451
2026
Q1 		$22.6K Buy
610
+446
+272% +$17K 0.01% 355
2025
Q4 		$7.11K Buy
164
+2
+1% +$93 ﹤0.01% 548
2025
Q3 		$7.85K Buy
+162
New +$8.2K ﹤0.01% 415

Other funds holding DT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Elevation Wealth Partners's DT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dynatrace (DT) stake by 38% in Q3 2026, buying an estimated $12.6K and bringing the position to 929 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #373.

Elevation Wealth Partners first reported a position in DT in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • Elevation Wealth Partners held 929 shares of Dynatrace worth $53.6K as of Q3 2026.
  • Elevation Wealth Partners bought 255 Dynatrace shares in Q3 2026, an estimated $12.6K.
  • Dynatrace made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #373 holding.
  • Elevation Wealth Partners first reported a position in Dynatrace in Q3 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.