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Legacy Wealth Management (Idaho)’s Dynatrace DT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$3.7K Buy
100
+39
+64% +$1.49K ﹤0.01% 678
2025
Q4 		$2.64K Buy
+61
New +$2.84K ﹤0.01% 630

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

Legacy Wealth Management (Idaho)'s DT Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Dynatrace (DT) stake by 64% in Q1 2026, buying an estimated $1.49K and bringing the position to 100 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Legacy Wealth Management (Idaho) first reported a position in DT in Q4 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 100 shares of Dynatrace worth $3.7K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 39 Dynatrace shares in Q1 2026, an estimated $1.49K.
  • Dynatrace made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #678 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Dynatrace in Q4 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.