Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Dynatrace DT Stock Holding History

Envestnet Portfolio Solutions’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 		$587K Sell
13,362
-31,686
-70% -$1.23M ﹤0.01% 927
2026
Q1 		$1.67M Sell
45,048
-14,570
-24% -$557K 0.01% 498
2025
Q4 		$2.58M Sell
59,618
-2,275
-4% -$106K 0.01% 496
2025
Q3 		$3M Buy
61,893
+7,170
+13% +$363K 0.01% 446
2025
Q2 		$3.02M Buy
54,723
+15,630
+40% +$783K 0.01% 460
2025
Q1 		$1.84M Sell
39,093
-17,237
-31% -$943K 0.01% 611
2024
Q4 		$3.06M Buy
56,330
+2,160
+4% +$118K 0.01% 532
2024
Q3 		$2.9M Buy
54,170
+6,166
+13% +$294K 0.01% 548
2024
Q2 		$2.15M Buy
48,004
+204
+0.4% +$9.4K 0.01% 614
2024
Q1 		$2.22M Buy
47,800
+19,771
+71% +$1.03M 0.01% 605
2023
Q4 		$1.53M Buy
28,029
+1,529
+6% +$77.3K 0.01% 668
2023
Q3 		$1.24M Buy
+26,500
New +$1.3M 0.01% 693

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

Envestnet Portfolio Solutions's DT Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Dynatrace (DT) stake by 70% in Q2 2026, selling an estimated $1.23M and leaving 13,362 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Envestnet Portfolio Solutions first reported a position in DT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q4 2024. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,362 shares of Dynatrace worth $587K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 31,686 Dynatrace shares in Q2 2026, an estimated $1.23M.
  • Dynatrace made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #927 holding.
  • Envestnet Portfolio Solutions first reported a position in Dynatrace in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Dynatrace position peaked at $3.06M in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.