Newbridge Financial Services Group’s Dynatrace DT Stock Holding History

Newbridge Financial Services Group’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	$176	Hold	4	–	–	﹤0.01%	1182
2026 Q1	$148	Hold	4	–	–	﹤0.01%	1143
2025 Q4	$173	Hold	4	–	–	﹤0.01%	1140
2025 Q3	$194	Hold	4	–	–	﹤0.01%	1248
2025 Q2	$221	Hold	4	–	–	﹤0.01%	1262
2025 Q1	$189	Sell	4 -70	-95%	-$3.83K	﹤0.01%	997
2024 Q4	$4.02K	Buy	+74	New	+$4.04K	﹤0.01%	886
2024 Q3	–	Sell	-200	Closed	-$8.95K	–	760
2024 Q2	$8.95K	Hold	200	–	–	﹤0.01%	731
2024 Q1	$9.29K	Sell	200 -300	-60%	-$15.6K	﹤0.01%	781
2023 Q4	$27.3K	Hold	500	–	–	0.01%	525
2023 Q3	$23.4K	Hold	500	–	–	0.01%	604
2023 Q2	$25.7K	Hold	500	–	–	0.01%	618
2023 Q1	$21.1K	Hold	500	–	–	0.01%	693
2022 Q4	$19.1K	Sell	500 -50	-9%	-$1.82K	0.01%	734
2022 Q3	$19K	Sell	550 -97	-15%	-$3.75K	0.01%	703
2022 Q2	$26K	Buy	647 +147	+29%	+$5.85K	0.02%	573
2022 Q1	$24K	Buy	500 +100	+25%	+$4.71K	0.01%	669
2021 Q4	$24K	Sell	400 -650	-62%	-$44.3K	0.01%	668
2021 Q3	$75K	Buy	+1,050	New	+$68.8K	0.05%	310

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Newbridge Financial Services Group's DT Position: Q2 2026 in Review

Newbridge Financial Services Group held its Dynatrace (DT) position steady in Q2 2026 at 4 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Newbridge Financial Services Group first reported a position in DT in Q3 2021 and has held it in 19 quarters since. The position peaked at $75K in Q3 2021. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Newbridge Financial Services Group held 4 shares of Dynatrace worth $176 as of Q2 2026.
Newbridge Financial Services Group left its Dynatrace share count unchanged in Q2 2026.
Dynatrace made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1182 holding.
Newbridge Financial Services Group first reported a position in Dynatrace in Q3 2021 and has held it in 19 quarters since.
Newbridge Financial Services Group's Dynatrace position peaked at $75K in Q3 2021.
595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.