NewEdge Advisors’s Dynatrace DT Stock Holding History

NewEdge 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	$1.37M	Buy	31,127 +16,746	+116%	+$652K	﹤0.01%	1454
2026 Q1	$532K	Buy	14,381 +4,334	+43%	+$166K	﹤0.01%	1940
2025 Q4	$435K	Sell	10,047 -328	-3%	-$15.3K	﹤0.01%	2074
2025 Q3	$503K	Buy	10,375 +1,234	+13%	+$62.5K	﹤0.01%	1805
2025 Q2	$505K	Buy	9,141 +6	+0.1%	+$301	﹤0.01%	1681
2025 Q1	$431K	Buy	9,135 +1,846	+25%	+$101K	﹤0.01%	1666
2024 Q4	$396K	Buy	7,289 +916	+14%	+$50K	﹤0.01%	1699
2024 Q3	$341K	Buy	6,373 +4,455	+232%	+$212K	﹤0.01%	1723
2024 Q2	$85.8K	Buy	1,918 +114	+6%	+$5.25K	﹤0.01%	2171
2024 Q1	$83.8K	Sell	1,804 -23,314	-93%	-$1.21M	﹤0.01%	2124
2023 Q4	$1.37M	Buy	25,118 +544	+2%	+$27.5K	0.01%	808
2023 Q3	$1.15M	Sell	24,574 -632	-3%	-$31K	0.01%	802
2023 Q2	$1.3M	Sell	25,206 -1,344	-5%	-$63K	0.01%	752
2023 Q1	$1.12M	Buy	26,550 +26,429	+21,842%	+$1.07M	0.01%	742
2022 Q4	$2.15K	Buy	+121	New	+$4.4K	﹤0.01%	2823
2022 Q1	–	Sell	-22,444	Closed	-$1.35M	–	1280
2021 Q4	$1.35M	Buy	22,444 +6,219	+38%	+$424K	0.02%	593
2021 Q3	$1.15M	Buy	16,225 +4,455	+38%	+$292K	0.03%	477
2021 Q2	$688K	Buy	11,770 +1,876	+19%	+$98K	0.02%	633
2021 Q1	$477K	Buy	+9,894	New	+$480K	0.01%	669

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

NewEdge Advisors's DT Position: Q2 2026 in Review

NewEdge Advisors increased its Dynatrace (DT) stake by 116% in Q2 2026, buying an estimated $652K and bringing the position to 31,127 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

NewEdge Advisors first reported a position in DT in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q4 2023. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

NewEdge Advisors held 31,127 shares of Dynatrace worth $1.37M as of Q2 2026.
NewEdge Advisors bought 16,746 Dynatrace shares in Q2 2026, an estimated $652K.
Dynatrace made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1454 holding.
NewEdge Advisors first reported a position in Dynatrace in Q1 2021 and has held it in 19 quarters since.
NewEdge Advisors's Dynatrace position peaked at $1.37M in Q4 2023.
595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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