JNBA Financial Advisors’s Dynatrace DT Stock Holding History

JNBA Financial 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 Q1	$1.96K	Hold	53	–	–	﹤0.01%	736
2025 Q4	$2.3K	Hold	53	–	–	﹤0.01%	659
2025 Q3	$2.57K	Hold	53	–	–	﹤0.01%	593
2025 Q2	$2.93K	Hold	53	–	–	﹤0.01%	574
2025 Q1	$2.5K	Hold	53	–	–	﹤0.01%	585
2024 Q4	$2.88K	Hold	53	–	–	﹤0.01%	574
2024 Q3	$2.83K	Hold	53	–	–	﹤0.01%	582
2024 Q2	$2.37K	Hold	53	–	–	﹤0.01%	569
2024 Q1	$2.46K	Hold	53	–	–	﹤0.01%	588
2023 Q4	$2.9K	Hold	53	–	–	﹤0.01%	586
2023 Q3	$2.48K	Hold	53	–	–	﹤0.01%	609
2023 Q2	$2.73K	Buy	+53	New	+$2.48K	﹤0.01%	598
2022 Q1	–	Sell	-42	Closed	-$3K	–	742
2021 Q4	$3K	Buy	+42	New	+$2.86K	﹤0.01%	681

Other funds holding DT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return