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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Elevation Wealth Partners's DT Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dynatrace (DT) stake by 10% in Q2 2026, buying an estimated $2.49K and bringing the position to 674 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #451.

Elevation Wealth Partners first reported a position in DT in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Elevation Wealth Partners held 674 shares of Dynatrace worth $29.6K as of Q2 2026.
  • Elevation Wealth Partners bought 64 Dynatrace shares in Q2 2026, an estimated $2.49K.
  • Dynatrace made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #451 holding.
  • Elevation Wealth Partners first reported a position in Dynatrace in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.