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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
Q2 		– Sell
-100
Closed -$3.7K – 392
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 $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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s DT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Dynatrace (DT) in Q2 2026, closing a stake of 100 shares — an estimated $3.7K sold.

Legacy Wealth Management (Idaho) first reported a position in DT in Q4 2025 and held it in 2 quarters. The position peaked at $3.7K in Q1 2026. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 Dynatrace shares in Q2 2026, an estimated $3.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Dynatrace in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Dynatrace position peaked at $3.7K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.