PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Dynatrace DT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$200K	Sell	4,565 -2,646	-37%	-$103K	0.05%	181
2026 Q1	$267K	Buy	7,211 +1,044	+17%	+$39.9K	0.08%	141
2025 Q4	$267K	Buy	6,167 +707	+13%	+$33K	0.08%	148
2025 Q3	$265K	Buy	5,460 +1,632	+43%	+$82.6K	0.08%	128
2025 Q2	$211K	Sell	3,828 -663	-15%	-$33.2K	0.07%	139
2025 Q1	$212K	Buy	4,491 +5	+0.1%	+$274	0.08%	133
2024 Q4	$244K	Sell	4,486 -35	-0.8%	-$1.91K	0.1%	120
2024 Q3	$242K	Buy	4,521 +539	+14%	+$25.7K	0.12%	86
2024 Q2	$178K	Buy	3,982 +117	+3%	+$5.39K	0.1%	100
2024 Q1	$179K	Buy	+3,865	New	+$201K	0.12%	99

Other funds holding DT

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Dynatrace (DT) stake by 37% in Q2 2026, selling an estimated $103K and leaving 4,565 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #181.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DT in Q1 2024 and has held it in 10 quarters since. The position peaked at $267K in Q4 2025. 275 funds tracked by Wall St. Rank hold DT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,565 shares of Dynatrace worth $200K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,646 Dynatrace shares in Q2 2026, an estimated $103K.
Dynatrace made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #181 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Dynatrace in Q1 2024 and has held it in 10 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Dynatrace position peaked at $267K in Q4 2025.
275 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.