Mount Yale Investment Advisors’s Dynatrace DT Stock Holding History

Mount Yale 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 Q1	$215K	Buy	+5,811	New	+$222K	0.01%	1029
2025 Q4	–	Sell	-13,109	Closed	-$635K	–	741
2025 Q3	$635K	Buy	13,109 +4,440	+51%	+$225K	0.04%	365
2025 Q2	$479K	Sell	8,669 -3,374	-28%	-$169K	0.04%	351
2025 Q1	$568K	Sell	12,043 -333	-3%	-$18.2K	0.05%	305
2024 Q4	$673K	Sell	12,376 -2,235	-15%	-$122K	0.05%	287
2024 Q3	$781K	Buy	14,611 +2,787	+24%	+$133K	0.08%	245
2024 Q2	$529K	Sell	11,824 -679	-5%	-$31.3K	0.04%	335
2024 Q1	$581K	Buy	+12,503	New	+$651K	0.04%	322

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's DT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Dynatrace (DT) in Q1 2026: 5,811 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DT as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in DT in Q1 2024 and has held it in 8 quarters since. The position peaked at $781K in Q3 2024. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Mount Yale Investment Advisors held 5,811 shares of Dynatrace worth $215K as of Q1 2026.
Dynatrace was a new Mount Yale Investment Advisors position in Q1 2026.
Dynatrace made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1029 holding.
Mount Yale Investment Advisors first reported a position in Dynatrace in Q1 2024 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Dynatrace position peaked at $781K in Q3 2024.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.