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Legacy Wealth Asset Management’s Dynatrace DT Stock Holding History

Legacy Wealth Asset 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
-5,361
Closed -$232K – 379
2025
Q4 		$232K Sell
5,361
-827
-13% -$38.5K 0.06% 343
2025
Q3 		$300K Buy
6,188
+379
+7% +$19.2K 0.07% 315
2025
Q2 		$321K Buy
5,809
+168
+3% +$8.41K 0.08% 310
2025
Q1 		$266K Buy
5,641
+7
+0.1% +$383 0.07% 311
2024
Q4 		$306K Sell
5,634
-201
-3% -$11K 0.08% 306
2024
Q3 		$312K Buy
5,835
+1,359
+30% +$64.7K 0.08% 300
2024
Q2 		$200K Buy
+4,476
New +$206K 0.06% 329

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Legacy Wealth Asset Management's DT Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Dynatrace (DT) in Q1 2026, closing a stake of 5,361 shares — an estimated $232K sold.

Legacy Wealth Asset Management first reported a position in DT in Q2 2024 and held it in 7 quarters. The position peaked at $321K in Q2 2025. 579 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,361 Dynatrace shares in Q1 2026, an estimated $232K.
  • Legacy Wealth Asset Management first reported a position in Dynatrace in Q2 2024 and held it in 7 quarters.
  • Legacy Wealth Asset Management's Dynatrace position peaked at $321K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.