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Pinnacle Wealth Planning Services’s Dynatrace DT Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.37K Buy
54
+4
+8% +$156 ﹤0.01% 2440
2026
Q1 		$1.85K Buy
50
+28
+127% +$1.07K ﹤0.01% 2458
2025
Q4 		$953 Buy
+22
New +$1.02K ﹤0.01% 2592
2021
Q1 		– Sell
-4
Closed – – 792
2020
Q4 		$0 Buy
+4
New +$159 ﹤0.01% 2267

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

Pinnacle Wealth Planning Services's DT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dynatrace (DT) stake by 8% in Q2 2026, buying an estimated $156 and bringing the position to 54 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Pinnacle Wealth Planning Services first reported a position in DT in Q4 2020 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 54 shares of Dynatrace worth $2.37K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4 Dynatrace shares in Q2 2026, an estimated $156.
  • Dynatrace made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2440 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dynatrace in Q4 2020 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.