EverSource Wealth Advisors’s Dynatrace DT Stock Holding History

EverSource Wealth Advisors’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	$134K	Buy	3,044 +1,532	+101%	+$59.7K	﹤0.01%	1226
2026 Q1	$55.9K	Buy	1,512 +811	+116%	+$31K	﹤0.01%	1806
2025 Q4	$30.4K	Sell	701 -98	-12%	-$4.57K	﹤0.01%	2097
2025 Q3	$38.7K	Buy	799 +139	+21%	+$7.04K	﹤0.01%	1899
2025 Q2	$36.4K	Sell	660 -38	-5%	-$1.9K	﹤0.01%	1835
2025 Q1	$32.9K	Buy	698 +491	+237%	+$26.9K	﹤0.01%	1438
2024 Q4	$11.3K	Buy	207 +118	+133%	+$6.44K	﹤0.01%	1924
2024 Q3	$4.76K	Buy	89 +58	+187%	+$2.76K	﹤0.01%	2243
2024 Q2	$1.36K	Buy	+31	New	+$1.43K	﹤0.01%	2658
2022 Q4	–	Sell	-678	Closed	-$24K	–	2340
2022 Q3	$24K	Buy	678 +628	+1,256%	+$24.3K	0.01%	844
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1493
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1512
2021 Q4	$3K	Buy	+50	New	+$3.41K	﹤0.01%	1409

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EverSource Wealth Advisors's DT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Dynatrace (DT) stake by 101% in Q2 2026, buying an estimated $59.7K and bringing the position to 3,044 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

EverSource Wealth Advisors first reported a position in DT in Q4 2021 and has held it in 13 quarters since. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

EverSource Wealth Advisors held 3,044 shares of Dynatrace worth $134K as of Q2 2026.
EverSource Wealth Advisors bought 1,532 Dynatrace shares in Q2 2026, an estimated $59.7K.
Dynatrace made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1226 holding.
EverSource Wealth Advisors first reported a position in Dynatrace in Q4 2021 and has held it in 13 quarters since.
591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.