Jones Financial Companies
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Jones Financial Companies’s Dynatrace DT Stock Holding History

Jones Financial Companies’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 		$1.36M Sell
31,460
-629,663
-95% -$24.5M ﹤0.01% 1737
2026
Q1 		$23.7M Buy
661,123
+657,300
+17,193% +$25.1M 0.01% 535
2025
Q4 		$166K Buy
3,823
+576
+18% +$26.8K ﹤0.01% 1993
2025
Q3 		$161K Buy
3,247
+144
+5% +$7.29K ﹤0.01% 1875
2025
Q2 		$170K Buy
3,103
+929
+43% +$46.5K ﹤0.01% 1725
2025
Q1 		$105K Buy
2,174
+361
+20% +$19.7K ﹤0.01% 1753
2024
Q4 		$98.5K Buy
1,813
+482
+36% +$26.3K ﹤0.01% 1631
2024
Q3 		$70.6K Sell
1,331
-285
-18% -$13.6K ﹤0.01% 1515
2024
Q2 		$72.3K Buy
1,616
+1,016
+169% +$46.8K ﹤0.01% 1140
2024
Q1 		$27.9K Buy
+600
New +$31.2K ﹤0.01% 838

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

Jones Financial Companies's DT Position: Q2 2026 in Review

Jones Financial Companies reduced its Dynatrace (DT) stake by 95% in Q2 2026, selling an estimated $24.5M and leaving 31,460 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Jones Financial Companies first reported a position in DT in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.7M in Q1 2026. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Jones Financial Companies held 31,460 shares of Dynatrace worth $1.36M as of Q2 2026.
  • Jones Financial Companies sold 629,663 Dynatrace shares in Q2 2026, an estimated $24.5M.
  • Dynatrace made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1737 holding.
  • Jones Financial Companies first reported a position in Dynatrace in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's Dynatrace position peaked at $23.7M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.