NewEdge Wealth’s Dynatrace DT Stock Holding History

NewEdge Wealth’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	$2.04M	Buy	55,203 +19,899	+56%	+$761K	0.02%	420
2025 Q4	$1.53M	Sell	35,304 -21,940	-38%	-$1.02M	0.02%	523
2025 Q3	$2.71M	Buy	57,244 +18,270	+47%	+$925K	0.04%	323
2025 Q2	$1.83M	Buy	38,974 +33,728	+643%	+$1.69M	0.03%	399
2025 Q1	$247K	Sell	5,246 -3,131	-37%	-$171K	﹤0.01%	817
2024 Q4	$455K	Sell	8,377 -156	-2%	-$8.51K	0.01%	663
2024 Q3	$456K	Buy	8,533 +2,406	+39%	+$115K	0.01%	637
2024 Q2	$274K	Sell	6,127 -403	-6%	-$18.6K	0.01%	659
2024 Q1	$299K	Buy	6,530 +1,835	+39%	+$95.6K	0.01%	663
2023 Q4	$257K	Buy	4,695 +98	+2%	+$4.95K	0.01%	655
2023 Q3	$215K	Buy	+4,597	New	+$226K	0.01%	605

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

NewEdge Wealth's DT Position: Q1 2026 in Review

NewEdge Wealth increased its Dynatrace (DT) stake by 56% in Q1 2026, buying an estimated $761K and bringing the position to 55,203 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #420.

NewEdge Wealth first reported a position in DT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q3 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

NewEdge Wealth held 55,203 shares of Dynatrace worth $2.04M as of Q1 2026.
NewEdge Wealth bought 19,899 Dynatrace shares in Q1 2026, an estimated $761K.
Dynatrace made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #420 holding.
NewEdge Wealth first reported a position in Dynatrace in Q3 2023 and has held it in 11 quarters since.
NewEdge Wealth's Dynatrace position peaked at $2.71M in Q3 2025.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

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