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 Q3	$4.17M	Sell	72,161 -2,287	-3%	-$113K	0.11%	224
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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Moran Wealth Management reduced its Dynatrace (DT) stake by 3.1% in Q3 2026, selling an estimated $113K and leaving 72,161 shares worth $4.17M. The position accounts for 0.11% of the portfolio, ranked #224.

Moran Wealth Management first reported a position in DT in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.2M in Q4 2023. 312 funds tracked by Wall St. Rank hold DT as of Q3 2026.

Moran Wealth Management held 72,161 shares of Dynatrace worth $4.17M as of Q3 2026.
Moran Wealth Management sold 2,287 Dynatrace shares in Q3 2026, an estimated $113K.
Dynatrace made up 0.11% of Moran Wealth Management's portfolio in Q3 2026, its #224 holding.
Moran Wealth Management first reported a position in Dynatrace in Q4 2023 and has held it in 9 quarters since.
Moran Wealth Management's Dynatrace position peaked at $10.2M in Q4 2023.
312 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.