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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
Q2 		– Sell
-5,811
Closed -$215K – 1219
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
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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's DT Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Dynatrace (DT) in Q2 2026, closing a stake of 5,811 shares — an estimated $215K sold.

Mount Yale Investment Advisors first reported a position in DT in Q1 2024 and held it in 8 quarters. The position peaked at $781K in Q3 2024. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,811 Dynatrace shares in Q2 2026, an estimated $215K.
  • Mount Yale Investment Advisors first reported a position in Dynatrace in Q1 2024 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Dynatrace position peaked at $781K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.