NW
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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
Q2 		$347K Sell
7,912
-47,291
-86% -$1.84M ﹤0.01% 988
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

NewEdge Wealth's DT Position: Q2 2026 in Review

NewEdge Wealth reduced its Dynatrace (DT) stake by 86% in Q2 2026, selling an estimated $1.84M and leaving 7,912 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

NewEdge Wealth first reported a position in DT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.71M in Q3 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • NewEdge Wealth held 7,912 shares of Dynatrace worth $347K as of Q2 2026.
  • NewEdge Wealth sold 47,291 Dynatrace shares in Q2 2026, an estimated $1.84M.
  • Dynatrace made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #988 holding.
  • NewEdge Wealth first reported a position in Dynatrace in Q3 2023 and has held it in 12 quarters since.
  • NewEdge Wealth's Dynatrace position peaked at $2.71M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.