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Integrated Wealth Concepts’s Dynatrace DT Stock Holding History

Integrated Wealth Concepts’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 		$292K Buy
+6,658
New +$259K ﹤0.01% 1990

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's DT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dynatrace (DT) in Q2 2026: 6,658 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #1990 among its holdings.

595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Integrated Wealth Concepts held 6,658 shares of Dynatrace worth $292K as of Q2 2026.
  • Dynatrace was a new Integrated Wealth Concepts position in Q2 2026.
  • Dynatrace made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1990 holding.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.