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Moneta Group Investment Advisors’s Dynatrace DT Stock Holding History

Moneta Group Investment Advisors’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 		$2.17M Sell
49,488
-6,555
-12% -$255K 0.02% 290
2026
Q1 		$2.07M Buy
+56,043
New +$2.14M 0.02% 263

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 $3.37T AUM 44.26% 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

Moneta Group Investment Advisors's DT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Dynatrace (DT) stake by 12% in Q2 2026, selling an estimated $255K and leaving 49,488 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #290.

Moneta Group Investment Advisors first reported a position in DT in Q1 2026 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Moneta Group Investment Advisors held 49,488 shares of Dynatrace worth $2.17M as of Q2 2026.
  • Moneta Group Investment Advisors sold 6,555 Dynatrace shares in Q2 2026, an estimated $255K.
  • Dynatrace made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • Moneta Group Investment Advisors first reported a position in Dynatrace in Q1 2026 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.