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Orion Portfolio Solutions’s Dynatrace DT Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$576K Buy
12,216
+804
+7% +$44K 0.01% 1359
2024
Q4 		$620K Sell
11,412
-291
-2% -$15.9K 0.01% 1266
2024
Q3 		$626K Sell
11,703
-7,897
-40% -$376K 0.01% 1251
2024
Q2 		$877K Buy
19,600
+1,545
+9% +$71.2K 0.01% 1045
2024
Q1 		$838K Buy
18,055
+4,241
+31% +$221K 0.01% 1061
2023
Q4 		$743K Buy
13,814
+2,758
+25% +$139K 0.01% 1065
2023
Q3 		$517K Buy
11,056
+303
+3% +$14.9K 0.01% 1192
2023
Q2 		$553K Buy
10,753
+2,704
+34% +$127K 0.01% 1179
2023
Q1 		$340K Buy
+8,049
New +$326K ﹤0.01% 1299
2020
Q3 		– Sell
-110
Closed -$4K – 843
2020
Q2 		$4K Sell
110
-104
-49% -$3.42K ﹤0.01% 1539
2020
Q1 		$5K Buy
214
+112
+110% +$3.23K ﹤0.01% 1280
2019
Q4 		$3K Buy
+102
New +$2.24K ﹤0.01% 1396

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Orion Portfolio Solutions's DT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Dynatrace (DT) stake by 7% in Q1 2025, buying an estimated $44K and bringing the position to 12,216 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #1359.

Orion Portfolio Solutions first reported a position in DT in Q4 2019 and has held it in 12 quarters since. The position peaked at $877K in Q2 2024. 601 funds tracked by Wall St. Rank hold DT as of Q1 2025.

  • Orion Portfolio Solutions held 12,216 shares of Dynatrace worth $576K as of Q1 2025.
  • Orion Portfolio Solutions bought 804 Dynatrace shares in Q1 2025, an estimated $44K.
  • Dynatrace made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1359 holding.
  • Orion Portfolio Solutions first reported a position in Dynatrace in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Dynatrace position peaked at $877K in Q2 2024.
  • 601 funds tracked by Wall St. Rank held Dynatrace as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.