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Forefront Wealth Partners’s Dynatrace DT Stock Holding History

Forefront 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 		– Sell
-11,391
Closed -$421K – 180
2026
Q1 		$421K Buy
11,391
+6,712
+143% +$257K 0.18% 107
2025
Q4 		$203K Buy
+4,679
New +$218K 0.1% 136

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UBS Group
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State Street
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SV
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AQR Capital Management
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First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Forefront Wealth Partners sold out of Dynatrace (DT) in Q2 2026, closing a stake of 11,391 shares — an estimated $421K sold.

Forefront Wealth Partners first reported a position in DT in Q4 2025 and held it in 2 quarters. The position peaked at $421K in Q1 2026. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Forefront Wealth Partners reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Forefront Wealth Partners sold 11,391 Dynatrace shares in Q2 2026, an estimated $421K.
  • Forefront Wealth Partners first reported a position in Dynatrace in Q4 2025 and held it in 2 quarters.
  • Forefront Wealth Partners's Dynatrace position peaked at $421K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.