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Forum Financial Management’s Dynatrace DT Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-7,111
Closed -$308K – 522
2025
Q4 		$308K Buy
7,111
+406
+6% +$18.9K ﹤0.01% 735
2025
Q3 		$325K Buy
6,705
+173
+3% +$8.76K ﹤0.01% 694
2025
Q2 		$361K Buy
6,532
+123
+2% +$6.16K 0.01% 561
2025
Q1 		$302K Buy
6,409
+1,657
+35% +$90.6K 0.01% 590
2024
Q4 		$258K Buy
+4,752
New +$259K ﹤0.01% 706

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Forum Financial Management's DT Position: Q1 2026 in Review

Forum Financial Management sold out of Dynatrace (DT) in Q1 2026, closing a stake of 7,111 shares — an estimated $308K sold.

Forum Financial Management first reported a position in DT in Q4 2024 and held it in 5 quarters. The position peaked at $361K in Q2 2025. 579 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Forum Financial Management reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 7,111 Dynatrace shares in Q1 2026, an estimated $308K.
  • Forum Financial Management first reported a position in Dynatrace in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Dynatrace position peaked at $361K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.