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Plante Moran Financial Advisors’s Dynatrace DT Stock Holding History

Plante Moran Financial 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 		$220 Buy
+5
New +$195 ﹤0.01% 1434
2022
Q3 		– Sell
-126
Closed -$5K – 902
2022
Q2 		$5K Buy
+126
New +$5.02K ﹤0.01% 707

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's DT Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Dynatrace (DT) in Q2 2026: 5 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DT as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in DT in Q2 2022 and has held it in 2 quarters since. The position peaked at $5K in Q2 2022. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Plante Moran Financial Advisors held 5 shares of Dynatrace worth $220 as of Q2 2026.
  • Dynatrace was a new Plante Moran Financial Advisors position in Q2 2026.
  • Dynatrace made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1434 holding.
  • Plante Moran Financial Advisors first reported a position in Dynatrace in Q2 2022 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Dynatrace position peaked at $5K in Q2 2022.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.