MinichMacGregor Wealth Management
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MinichMacGregor Wealth Management’s Dynatrace DT Stock Holding History

MinichMacGregor Wealth 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
Q3 		$232K Buy
+4,020
New +$199K 0.04% 138
2025
Q2 		– Sell
-105,040
Closed -$4.95M – 131
2025
Q1 		$4.95M Buy
+105,040
New +$5.75M 1.11% 36

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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

MinichMacGregor Wealth Management's DT Position: Q3 2026 in Review

MinichMacGregor Wealth Management opened a new position in Dynatrace (DT) in Q3 2026: 4,020 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in DT as recently as Q1 2025.

MinichMacGregor Wealth Management first reported a position in DT in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.95M in Q1 2025. 529 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • MinichMacGregor Wealth Management held 4,020 shares of Dynatrace worth $232K as of Q3 2026.
  • Dynatrace was a new MinichMacGregor Wealth Management position in Q3 2026.
  • Dynatrace made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #138 holding.
  • MinichMacGregor Wealth Management first reported a position in Dynatrace in Q1 2025 and has held it in 2 quarters since.
  • MinichMacGregor Wealth Management's Dynatrace position peaked at $4.95M in Q1 2025.
  • 529 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.