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Golden State Wealth Management’s Dynatrace DT Stock Holding History

Golden State Wealth 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
Q2 		$1.54K Hold
35
– – ﹤0.01% 1431
2026
Q1 		$1.29K Hold
35
– – ﹤0.01% 1407
2025
Q4 		$1.52K Buy
+35
New +$1.63K ﹤0.01% 1439
2025
Q2 		– Sell
-25
Closed -$1.18K – 1588
2025
Q1 		$1.18K Hold
25
– – ﹤0.01% 1402
2024
Q4 		$1.36K Buy
+25
New +$1.36K ﹤0.01% 1313

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

Golden State Wealth Management's DT Position: Q2 2026 in Review

Golden State Wealth Management held its Dynatrace (DT) position steady in Q2 2026 at 35 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Golden State Wealth Management first reported a position in DT in Q4 2024 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Golden State Wealth Management held 35 shares of Dynatrace worth $1.54K as of Q2 2026.
  • Golden State Wealth Management left its Dynatrace share count unchanged in Q2 2026.
  • Dynatrace made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1431 holding.
  • Golden State Wealth Management first reported a position in Dynatrace in Q4 2024 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.