JRPIM
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Journey Retirement Planning & Investment Management’s Dynatrace DT Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-4,851
Closed -$210K – 163
2025
Q4 		$210K Buy
+4,851
New +$226K 0.04% 241

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Journey Retirement Planning & Investment Management's DT Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Dynatrace (DT) in Q1 2026, closing a stake of 4,851 shares — an estimated $210K sold.

Journey Retirement Planning & Investment Management first reported a position in DT in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 578 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 4,851 Dynatrace shares in Q1 2026, an estimated $210K.
  • Journey Retirement Planning & Investment Management first reported a position in Dynatrace in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Dynatrace position peaked at $210K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.