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Mark Sheptoff Financial Planning’s Dynatrace DT Stock Holding History

Mark Sheptoff Financial Planning’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
-950
Closed -$41.2K – 530
2025
Q4 		$41.2K Hold
950
– – 0.02% 207
2025
Q3 		$46K Hold
950
– – 0.02% 197
2025
Q2 		$52.5K Hold
950
– – 0.03% 183
2025
Q1 		$44.8K Hold
950
– – 0.02% 177
2024
Q4 		$51.6K Hold
950
– – 0.03% 172
2024
Q3 		$50.8K Hold
950
– – 0.03% 172
2024
Q2 		$42.5K Sell
950
-21,350
-96% -$984K 0.02% 188
2024
Q1 		$1.04M Buy
22,300
+6,950
+45% +$362K 0.57% 37
2023
Q4 		$839K Buy
15,350
+5,550
+57% +$281K 0.51% 35
2023
Q3 		$458K Sell
9,800
-212
-2% -$10.4K 0.29% 51
2023
Q2 		$515K Buy
10,012
+200
+2% +$9.37K 0.29% 51
2023
Q1 		$415K Hold
9,812
– – 0.24% 64
2022
Q4 		$376K Hold
9,812
– – 0.22% 64
2022
Q3 		$342K Sell
9,812
-2,200
-18% -$85.1K 0.21% 65
2022
Q2 		$474K Sell
12,012
-100
-0.8% -$3.98K 0.27% 62
2022
Q1 		$570K Sell
12,112
-600
-5% -$28.2K 0.29% 61
2021
Q4 		$767K Sell
12,712
-150
-1% -$10.2K 0.37% 50
2021
Q3 		$913K Buy
12,862
+562
+5% +$36.8K 0.5% 41
2021
Q2 		$719K Sell
12,300
-6,600
-35% -$345K 0.39% 47
2021
Q1 		$912K Buy
18,900
+8,200
+77% +$398K 0.52% 38
2020
Q4 		$463K Buy
10,700
+1,350
+14% +$53.6K 0.26% 62
2020
Q3 		$384K Sell
9,350
-100
-1% -$4.09K 0.24% 63
2020
Q2 		$384K Buy
9,450
+1,000
+12% +$32.9K 0.25% 61
2020
Q1 		$201K Buy
8,450
+7,450
+745% +$215K 0.15% 78
2019
Q4 		$25K Buy
+1,000
New +$22K 0.02% 195

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

Mark Sheptoff Financial Planning's DT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Dynatrace (DT) in Q1 2026, closing a stake of 950 shares — an estimated $41.2K sold.

Mark Sheptoff Financial Planning first reported a position in DT in Q4 2019 and held it in 25 quarters. The position peaked at $1.04M in Q1 2024. 581 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 950 Dynatrace shares in Q1 2026, an estimated $41.2K.
  • Mark Sheptoff Financial Planning first reported a position in Dynatrace in Q4 2019 and held it in 25 quarters.
  • Mark Sheptoff Financial Planning's Dynatrace position peaked at $1.04M in Q1 2024.
  • 581 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.