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Larson Financial Group’s Dynatrace DT Stock Holding History

Larson Financial Group’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 		$81.5K Sell
1,856
-424
-19% -$16.5K ﹤0.01% 1285
2026
Q1 		$84.3K Buy
2,280
+1,471
+182% +$56.2K ﹤0.01% 1078
2025
Q4 		$35.1K Buy
809
+508
+169% +$23.7K ﹤0.01% 1420
2025
Q3 		$14.6K Buy
301
+65
+28% +$3.29K ﹤0.01% 1814
2025
Q2 		$13K Sell
236
-181
-43% -$9.07K ﹤0.01% 1684
2025
Q1 		$19.7K Buy
417
+378
+969% +$20.7K ﹤0.01% 1380
2024
Q4 		$2.12K Buy
39
+15
+63% +$818 ﹤0.01% 1867
2024
Q3 		$1.28K Buy
24
+22
+1,100% +$1.05K ﹤0.01% 1936
2024
Q2 		$89 Hold
2
– – ﹤0.01% 2270
2024
Q1 		$93 Hold
2
– – ﹤0.01% 1710
2023
Q4 		$109 Buy
+2
New +$101 ﹤0.01% 1700
2023
Q3 		– Sell
-46
Closed -$2.37K – 1724
2023
Q2 		$2.37K Hold
46
– – ﹤0.01% 1245
2023
Q1 		$1.95K Hold
46
– – ﹤0.01% 1242
2022
Q4 		$1.76K Hold
46
– – ﹤0.01% 1215
2022
Q3 		$2K Buy
+46
New +$1.78K ﹤0.01% 1107

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

Larson Financial Group's DT Position: Q2 2026 in Review

Larson Financial Group reduced its Dynatrace (DT) stake by 19% in Q2 2026, selling an estimated $16.5K and leaving 1,856 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Larson Financial Group first reported a position in DT in Q3 2022 and has held it in 15 quarters since. The position peaked at $84.3K in Q1 2026. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Larson Financial Group held 1,856 shares of Dynatrace worth $81.5K as of Q2 2026.
  • Larson Financial Group sold 424 Dynatrace shares in Q2 2026, an estimated $16.5K.
  • Dynatrace made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1285 holding.
  • Larson Financial Group first reported a position in Dynatrace in Q3 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Dynatrace position peaked at $84.3K in Q1 2026.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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