Moran Wealth Management’s Dynatrace DT Stock Holding History

Moran 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 Q2	$3.27M	Sell	74,448 -4,885	-6%	-$190K	0.09%	260
2026 Q1	$2.93M	Sell	79,333 -36,246	-31%	-$1.39M	0.09%	267
2025 Q4	$5.01M	Sell	115,579 -6,544	-5%	-$305K	0.15%	203
2025 Q3	$5.92M	Buy	122,123 +143	+0.1%	+$7.24K	0.18%	152
2025 Q2	$6.73M	Sell	121,980 -111	-0.1%	-$5.56K	0.21%	139
2025 Q1	$5.76M	Buy	+122,091	New	+$6.68M	0.19%	156
2024 Q2	–	Sell	-67,119	Closed	-$3.12M	–	403
2024 Q1	$3.12M	Sell	67,119 -120,086	-64%	-$6.25M	0.1%	216
2023 Q4	$10.2M	Buy	+187,205	New	+$9.46M	0.36%	96

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Moran Wealth Management's DT Position: Q2 2026 in Review

Moran Wealth Management reduced its Dynatrace (DT) stake by 6.2% in Q2 2026, selling an estimated $190K and leaving 74,448 shares worth $3.27M. The position accounts for 0.09% of the portfolio, ranked #260.

Moran Wealth Management first reported a position in DT in Q4 2023 and has held it in 8 quarters since. The position peaked at $10.2M in Q4 2023. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Moran Wealth Management held 74,448 shares of Dynatrace worth $3.27M as of Q2 2026.
Moran Wealth Management sold 4,885 Dynatrace shares in Q2 2026, an estimated $190K.
Dynatrace made up 0.09% of Moran Wealth Management's portfolio in Q2 2026, its #260 holding.
Moran Wealth Management first reported a position in Dynatrace in Q4 2023 and has held it in 8 quarters since.
Moran Wealth Management's Dynatrace position peaked at $10.2M in Q4 2023.
595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.