PWMA
DT icon

Pension & Wealth Management Advisors’s Dynatrace DT Stock Holding History

Pension & Wealth Management 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 		$200K Sell
4,565
-2,646
-37% -$103K 0.05% 181
2026
Q1 		$267K Buy
7,211
+1,044
+17% +$39.9K 0.08% 141
2025
Q4 		$267K Buy
6,167
+707
+13% +$33K 0.08% 148
2025
Q3 		$265K Buy
5,460
+1,632
+43% +$82.6K 0.08% 128
2025
Q2 		$211K Sell
3,828
-663
-15% -$33.2K 0.07% 139
2025
Q1 		$212K Buy
4,491
+5
+0.1% +$274 0.08% 133
2024
Q4 		$244K Sell
4,486
-35
-0.8% -$1.91K 0.1% 120
2024
Q3 		$242K Buy
4,521
+539
+14% +$25.7K 0.12% 86
2024
Q2 		$178K Buy
3,982
+117
+3% +$5.39K 0.1% 100
2024
Q1 		$179K Buy
+3,865
New +$201K 0.12% 99

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pension & Wealth Management Advisors's DT Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Dynatrace (DT) stake by 37% in Q2 2026, selling an estimated $103K and leaving 4,565 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #181.

Pension & Wealth Management Advisors first reported a position in DT in Q1 2024 and has held it in 10 quarters since. The position peaked at $267K in Q4 2025. 559 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Pension & Wealth Management Advisors held 4,565 shares of Dynatrace worth $200K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 2,646 Dynatrace shares in Q2 2026, an estimated $103K.
  • Dynatrace made up 0.05% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #181 holding.
  • Pension & Wealth Management Advisors first reported a position in Dynatrace in Q1 2024 and has held it in 10 quarters since.
  • Pension & Wealth Management Advisors's Dynatrace position peaked at $267K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.