NERM
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New England Research & Management’s Dynatrace DT Stock Holding History

New England Research & 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 		– Sell
-5,525
Closed -$239K – 153
2025
Q4 		$239K Hold
5,525
– – 0.1% 135
2025
Q3 		$268K Buy
+5,525
New +$280K 0.12% 132
2025
Q2 		– Sell
-6,575
Closed -$310K – 159
2025
Q1 		$310K Sell
6,575
-8,950
-58% -$490K 0.16% 127
2024
Q4 		$844K Sell
15,525
-1,150
-7% -$62.7K 0.43% 75
2024
Q3 		$892K Sell
16,675
-12,700
-43% -$605K 0.42% 77
2024
Q2 		$1.31M Buy
29,375
+8,125
+38% +$374K 0.63% 56
2024
Q1 		$987K Buy
21,250
+12,275
+137% +$639K 0.48% 69
2023
Q4 		$491K Buy
8,975
+3,525
+65% +$178K 0.26% 108
2023
Q3 		$255K Buy
+5,450
New +$268K 0.15% 137
2023
Q2 		– Sell
-6,640
Closed -$281K – 147
2023
Q1 		$281K Buy
+6,640
New +$269K 0.16% 122

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

New England Research & Management's DT Position: Q1 2026 in Review

New England Research & Management sold out of Dynatrace (DT) in Q1 2026, closing a stake of 5,525 shares — an estimated $239K sold.

New England Research & Management first reported a position in DT in Q1 2023 and held it in 10 quarters. The position peaked at $1.31M in Q2 2024. 581 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • New England Research & Management reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • New England Research & Management sold 5,525 Dynatrace shares in Q1 2026, an estimated $239K.
  • New England Research & Management first reported a position in Dynatrace in Q1 2023 and held it in 10 quarters.
  • New England Research & Management's Dynatrace position peaked at $1.31M in Q2 2024.
  • 581 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on New England Research & Management's 13F filing for Q1 2026, filed 7 May 2026.