Intentional Wealth Strategies’s Dynatrace DT Stock Holding History

Intentional Wealth Strategies’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	-54	Closed	-$2K	–	301
2026 Q1	$2K	Buy	+54	New	+$2.06K	﹤0.01%	661

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Intentional Wealth Strategies's DT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Dynatrace (DT) in Q2 2026, closing a stake of 54 shares — an estimated $2K sold.

Intentional Wealth Strategies first reported a position in DT in Q1 2026 and held it in 1 quarter. The position peaked at $2K in Q1 2026. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Intentional Wealth Strategies reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 54 Dynatrace shares in Q2 2026, an estimated $2K.
Intentional Wealth Strategies first reported a position in Dynatrace in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Dynatrace position peaked at $2K in Q1 2026.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.