MWM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Moran Wealth Management's DT Position: Q1 2026 in Review

Moran Wealth Management reduced its Dynatrace (DT) stake by 31% in Q1 2026, selling an estimated $1.39M and leaving 79,333 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #267.

Moran Wealth Management first reported a position in DT in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.2M in Q4 2023. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Moran Wealth Management held 79,333 shares of Dynatrace worth $2.93M as of Q1 2026.
  • Moran Wealth Management sold 36,246 Dynatrace shares in Q1 2026, an estimated $1.39M.
  • Dynatrace made up 0.09% of Moran Wealth Management's portfolio in Q1 2026, its #267 holding.
  • Moran Wealth Management first reported a position in Dynatrace in Q4 2023 and has held it in 7 quarters since.
  • Moran Wealth Management's Dynatrace position peaked at $10.2M in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.