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JFS Wealth Advisors’s Dynatrace DT Stock Holding History

JFS Wealth 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 		$1.58K Buy
36
+1
+3% +$39 ﹤0.01% 1679
2026
Q1 		$1.29K Sell
35
-67
-66% -$2.56K ﹤0.01% 1620
2025
Q4 		$4.42K Sell
102
-2
-2% -$93 ﹤0.01% 1290
2025
Q3 		$5.04K Sell
104
-1
-1% -$51 ﹤0.01% 1115
2025
Q2 		$5.8K Sell
105
-14
-12% -$701 ﹤0.01% 1034
2025
Q1 		$5.61K Sell
119
-7
-6% -$383 ﹤0.01% 1077
2024
Q4 		$6.85K Buy
126
+7
+6% +$382 ﹤0.01% 993
2024
Q3 		$6.36K Buy
119
+4
+3% +$190 ﹤0.01% 1034
2024
Q2 		$5.15K Hold
115
– – ﹤0.01% 1057
2024
Q1 		$5.34K Hold
115
– – ﹤0.01% 1072
2023
Q4 		$6.29K Sell
115
-1
-0.9% -$51 ﹤0.01% 966
2023
Q3 		$5.42K Buy
116
+1
+0.9% +$49 ﹤0.01% 962
2023
Q2 		$5.92K Hold
115
– – ﹤0.01% 921
2023
Q1 		$4.87K Buy
115
+13
+13% +$526 ﹤0.01% 1000
2022
Q4 		$3.91K Sell
102
-5
-5% -$182 ﹤0.01% 1090
2022
Q3 		$4K Buy
107
+51
+91% +$1.97K ﹤0.01% 1046
2022
Q2 		$2K Sell
56
-28
-33% -$1.11K ﹤0.01% 1305
2022
Q1 		$4K Buy
84
+52
+163% +$2.45K ﹤0.01% 1127
2021
Q4 		$2K Buy
+32
New +$2.18K ﹤0.01% 1060

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

JFS Wealth Advisors's DT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dynatrace (DT) stake by 2.9% in Q2 2026, buying an estimated $39 and bringing the position to 36 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

JFS Wealth Advisors first reported a position in DT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.85K in Q4 2024. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of Dynatrace worth $1.58K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Dynatrace share in Q2 2026, an estimated $39.
  • Dynatrace made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1679 holding.
  • JFS Wealth Advisors first reported a position in Dynatrace in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Dynatrace position peaked at $6.85K in Q4 2024.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.