Retirement Wealth Solutions
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Retirement Wealth Solutions’s Dynatrace DT Stock Holding History

Retirement Wealth Solutions’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
Q3 		$5.95K Buy
103
+22
+27% +$1.09K ﹤0.01% 353
2026
Q2 		$3.56K Buy
81
+20
+33% +$779 ﹤0.01% 417
2026
Q1 		$2.26K Buy
61
+14
+30% +$535 ﹤0.01% 473
2025
Q4 		$2.04K Sell
47
-2
-4% -$93 ﹤0.01% 450
2025
Q3 		$2.38K Buy
+49
New +$2.48K ﹤0.01% 415

Other funds holding DT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Retirement Wealth Solutions's DT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Dynatrace (DT) stake by 27% in Q3 2026, buying an estimated $1.09K and bringing the position to 103 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Retirement Wealth Solutions first reported a position in DT in Q3 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold DT as of Q3 2026.

  • Retirement Wealth Solutions held 103 shares of Dynatrace worth $5.95K as of Q3 2026.
  • Retirement Wealth Solutions bought 22 Dynatrace shares in Q3 2026, an estimated $1.09K.
  • Dynatrace made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #353 holding.
  • Retirement Wealth Solutions first reported a position in Dynatrace in Q3 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Dynatrace as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.