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IFP Advisors’s Dynatrace DT Stock Holding History

IFP 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 		$21.6K Buy
491
+248
+102% +$9.66K ﹤0.01% 2933
2026
Q1 		$8.99K Buy
243
+126
+108% +$4.82K ﹤0.01% 3203
2025
Q4 		$5.07K Sell
117
-38
-25% -$1.77K ﹤0.01% 3399
2025
Q3 		$7.51K Buy
155
+105
+210% +$5.31K ﹤0.01% 3046
2025
Q2 		$10.2K Sell
50
-106
-68% -$5.31K ﹤0.01% 2913
2025
Q1 		$8.58K Sell
156
-136
-47% -$7.44K ﹤0.01% 2631
2024
Q4 		$17.3K Buy
292
+134
+85% +$7.31K ﹤0.01% 2311
2024
Q3 		$8.45K Buy
158
+87
+123% +$4.14K ﹤0.01% 2493
2024
Q2 		$3.18K Buy
71
+34
+92% +$1.57K ﹤0.01% 2708
2024
Q1 		$1.7K Sell
37
-1,969
-98% -$103K ﹤0.01% 2742
2023
Q4 		$110K Buy
2,006
+900
+81% +$45.5K 0.01% 1204
2023
Q3 		$51.7K Sell
1,106
-39
-3% -$1.92K ﹤0.01% 1538
2023
Q2 		$58.9K Buy
+1,145
New +$53.7K ﹤0.01% 1537
2023
Q1 		– Sell
-250
Closed -$6K – 3640
2022
Q4 		$6K Sell
250
-140
-36% -$5.09K ﹤0.01% 3678
2022
Q3 		$11K Hold
390
– – ﹤0.01% 3564
2022
Q2 		$11K Hold
390
– – ﹤0.01% 3312
2022
Q1 		$11K Buy
390
+374
+2,338% +$17.6K ﹤0.01% 3312
2021
Q4 		$1K Sell
16
-1,129
-99% -$76.9K ﹤0.01% 2979
2021
Q3 		$82K Buy
+1,145
New +$75.1K ﹤0.01% 1371
2021
Q1 		– Sell
-479
Closed -$23.2K – 3052
2020
Q4 		$20K Hold
479
– – ﹤0.01% 1796
2020
Q3 		$20K Sell
479
-300
-39% -$12.3K ﹤0.01% 1640
2020
Q2 		$31K Buy
779
+479
+160% +$15.8K ﹤0.01% 1414
2020
Q1 		$8K Buy
+300
New +$8.64K ﹤0.01% 1861

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

IFP Advisors's DT Position: Q2 2026 in Review

IFP Advisors increased its Dynatrace (DT) stake by 102% in Q2 2026, buying an estimated $9.66K and bringing the position to 491 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

IFP Advisors first reported a position in DT in Q1 2020 and has held it in 23 quarters since. The position peaked at $110K in Q4 2023. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • IFP Advisors held 491 shares of Dynatrace worth $21.6K as of Q2 2026.
  • IFP Advisors bought 248 Dynatrace shares in Q2 2026, an estimated $9.66K.
  • Dynatrace made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2933 holding.
  • IFP Advisors first reported a position in Dynatrace in Q1 2020 and has held it in 23 quarters since.
  • IFP Advisors's Dynatrace position peaked at $110K in Q4 2023.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.