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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
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 $6.73T 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 $3.37T AUM 44.26% 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

Retirement Wealth Solutions's DT Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Dynatrace (DT) stake by 33% in Q2 2026, buying an estimated $779 and bringing the position to 81 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Retirement Wealth Solutions first reported a position in DT in Q3 2025 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Retirement Wealth Solutions held 81 shares of Dynatrace worth $3.56K as of Q2 2026.
  • Retirement Wealth Solutions bought 20 Dynatrace shares in Q2 2026, an estimated $779.
  • Dynatrace made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #417 holding.
  • Retirement Wealth Solutions first reported a position in Dynatrace in Q3 2025 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.