Principia Wealth Advisory’s Dynatrace DT Stock Holding History

Principia Wealth Advisory’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	$8.83K	Buy	201 +121	+151%	+$4.71K	﹤0.01%	272
2026 Q1	$2.96K	Buy	80 +76	+1,900%	+$2.9K	﹤0.01%	413
2025 Q4	$173	Sell	4 -3	-43%	-$140	﹤0.01%	939
2025 Q3	$339	Buy	7 +3	+75%	+$152	﹤0.01%	841
2025 Q2	$221	Sell	4 -7	-64%	-$351	﹤0.01%	884
2025 Q1	$496	Sell	11 -6	-35%	-$328	﹤0.01%	574
2024 Q4	$924	Buy	+17	New	+$927	﹤0.01%	385

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Principia Wealth Advisory's DT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Dynatrace (DT) stake by 151% in Q2 2026, buying an estimated $4.71K and bringing the position to 201 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Principia Wealth Advisory first reported a position in DT in Q4 2024 and has held it in 7 quarters since. 593 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Principia Wealth Advisory held 201 shares of Dynatrace worth $8.83K as of Q2 2026.
Principia Wealth Advisory bought 121 Dynatrace shares in Q2 2026, an estimated $4.71K.
Dynatrace made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #272 holding.
Principia Wealth Advisory first reported a position in Dynatrace in Q4 2024 and has held it in 7 quarters since.
593 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.