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Private Wealth Asset Management’s Dynatrace DT Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-3
Closed -$130 – 994
2025
Q4 		$130 Hold
3
– – ﹤0.01% 1062
2025
Q3 		$145 Hold
3
– – ﹤0.01% 1038
2025
Q2 		$166 Hold
3
– – ﹤0.01% 1008
2025
Q1 		$141 Buy
+3
New +$164 ﹤0.01% 1136

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Private Wealth Asset Management's DT Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Dynatrace (DT) in Q1 2026, closing a stake of 3 shares — an estimated $130 sold.

Private Wealth Asset Management first reported a position in DT in Q1 2025 and held it in 4 quarters. The position peaked at $166 in Q2 2025. 579 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 3 Dynatrace shares in Q1 2026, an estimated $130.
  • Private Wealth Asset Management first reported a position in Dynatrace in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Dynatrace position peaked at $166 in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.