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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewEdge Advisors's DT Position: Q1 2026 in Review

NewEdge Advisors increased its Dynatrace (DT) stake by 43% in Q1 2026, buying an estimated $166K and bringing the position to 14,381 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

NewEdge Advisors first reported a position in DT in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q4 2023. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • NewEdge Advisors held 14,381 shares of Dynatrace worth $532K as of Q1 2026.
  • NewEdge Advisors bought 4,334 Dynatrace shares in Q1 2026, an estimated $166K.
  • Dynatrace made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1940 holding.
  • NewEdge Advisors first reported a position in Dynatrace in Q1 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Dynatrace position peaked at $1.37M in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.