James T. Borello
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James T. Borello’s Dynatrace DT Stock Holding History

James T. Borello’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
Q3 		$18.2K Sell
315
-6
-2% -$297 ﹤0.01% 446
2026
Q2 		$14.1K Sell
321
-6
-2% -$234 ﹤0.01% 500
2026
Q1 		$12.1K Buy
327
+290
+784% +$11.1K ﹤0.01% 506
2025
Q4 		$1.6K Sell
37
-115
-76% -$5.36K ﹤0.01% 825
2025
Q3 		$7.36K Buy
+152
New +$7.69K ﹤0.01% 361

Other funds holding DT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James T. Borello's DT Position: Q3 2026 in Review

James T. Borello reduced its Dynatrace (DT) stake by 1.9% in Q3 2026, selling an estimated $297 and leaving 315 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

James T. Borello first reported a position in DT in Q3 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • James T. Borello held 315 shares of Dynatrace worth $18.2K as of Q3 2026.
  • James T. Borello sold 6 Dynatrace shares in Q3 2026, an estimated $297.
  • Dynatrace made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #446 holding.
  • James T. Borello first reported a position in Dynatrace in Q3 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.