JWM
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JPL Wealth Management’s Dynatrace DT Stock Holding History

JPL Wealth 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
Q2 		$4.88K Buy
111
+87
+363% +$3.39K ﹤0.01% 779
2026
Q1 		$888 Buy
+24
New +$917 ﹤0.01% 1249
2025
Q4 		– Sell
-193
Closed -$9.35K – 389
2025
Q3 		$9.35K Buy
+193
New +$9.77K ﹤0.01% 552

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

JPL Wealth Management's DT Position: Q2 2026 in Review

JPL Wealth Management increased its Dynatrace (DT) stake by 363% in Q2 2026, buying an estimated $3.39K and bringing the position to 111 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

JPL Wealth Management first reported a position in DT in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.35K in Q3 2025. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • JPL Wealth Management held 111 shares of Dynatrace worth $4.88K as of Q2 2026.
  • JPL Wealth Management bought 87 Dynatrace shares in Q2 2026, an estimated $3.39K.
  • Dynatrace made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #779 holding.
  • JPL Wealth Management first reported a position in Dynatrace in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Dynatrace position peaked at $9.35K in Q3 2025.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.