Private Wealth Management Group’s Dynatrace DT Stock Holding History

Private Wealth Management Group’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	$2.33K	Sell	53 -4	-7%	-$156	﹤0.01%	1105
2026 Q1	$2.11K	Buy	57 +53	+1,325%	+$2.03K	﹤0.01%	1074
2025 Q4	$174	Buy	+4	New	+$186	﹤0.01%	1437
2025 Q3	–	Sell	-2	Closed	-$111	–	1496
2025 Q2	$111	Buy	+2	New	+$100	﹤0.01%	1467

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

Private Wealth Management Group's DT Position: Q2 2026 in Review

Private Wealth Management Group reduced its Dynatrace (DT) stake by 7% in Q2 2026, selling an estimated $156 and leaving 53 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Private Wealth Management Group first reported a position in DT in Q2 2025 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Private Wealth Management Group held 53 shares of Dynatrace worth $2.33K as of Q2 2026.
Private Wealth Management Group sold 4 Dynatrace shares in Q2 2026, an estimated $156.
Dynatrace made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1105 holding.
Private Wealth Management Group first reported a position in Dynatrace in Q2 2025 and has held it in 4 quarters since.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.