KAS
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Kestra Advisory Services’s Dynatrace DT Stock Holding History

Kestra Advisory Services’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
-13,307
Closed -$577K – 3440
2025
Q4 		$577K Buy
13,307
+2,778
+26% +$129K ﹤0.01% 2040
2025
Q3 		$510K Sell
10,529
-1,323
-11% -$67K ﹤0.01% 2055
2025
Q2 		$654K Sell
11,852
-113
-0.9% -$5.66K ﹤0.01% 1787
2025
Q1 		$564K Buy
11,965
+2,068
+21% +$113K ﹤0.01% 1743
2024
Q4 		$538K Sell
9,897
-194
-2% -$10.6K ﹤0.01% 1824
2024
Q3 		$540K Buy
10,091
+1,293
+15% +$61.6K ﹤0.01% 1723
2024
Q2 		$394K Buy
8,798
+720
+9% +$33.2K ﹤0.01% 1936
2024
Q1 		$375K Buy
8,078
+2,729
+51% +$142K ﹤0.01% 1849
2023
Q4 		$293K Buy
5,349
+464
+9% +$23.5K ﹤0.01% 1864
2023
Q3 		$228K Sell
4,885
-565
-10% -$27.8K ﹤0.01% 1845
2023
Q2 		$281K Buy
5,450
+265
+5% +$12.4K ﹤0.01% 1668
2023
Q1 		$219K Sell
5,185
-8,263
-61% -$335K ﹤0.01% 1777
2022
Q4 		$515K Buy
13,448
+5,601
+71% +$204K ﹤0.01% 1390
2022
Q3 		$273K Sell
7,847
-773
-9% -$29.9K ﹤0.01% 1650
2022
Q2 		$340K Sell
8,620
-80
-0.9% -$3.19K ﹤0.01% 1543
2022
Q1 		$410K Buy
8,700
+1,558
+22% +$73.4K ﹤0.01% 1401
2021
Q4 		$431K Buy
7,142
+131
+2% +$8.93K ﹤0.01% 1396
2021
Q3 		$498K Buy
7,011
+487
+7% +$31.9K 0.01% 1388
2021
Q2 		$381K Sell
6,524
-401
-6% -$20.9K ﹤0.01% 1423
2021
Q1 		$334K Buy
+6,925
New +$336K ﹤0.01% 1400

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
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 $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

Kestra Advisory Services's DT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Dynatrace (DT) in Q1 2026, closing a stake of 13,307 shares — an estimated $577K sold.

Kestra Advisory Services first reported a position in DT in Q1 2021 and held it in 20 quarters. The position peaked at $654K in Q2 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Kestra Advisory Services reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 13,307 Dynatrace shares in Q1 2026, an estimated $577K.
  • Kestra Advisory Services first reported a position in Dynatrace in Q1 2021 and held it in 20 quarters.
  • Kestra Advisory Services's Dynatrace position peaked at $654K in Q2 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.