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Root Financial Partners’s Dynatrace DT Stock Holding History

Root Financial Partners’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 		– Sell
-78
Closed -$2.88K – 1164
2026
Q1 		$2.88K Sell
78
-24
-24% -$917 ﹤0.01% 2166
2025
Q4 		$4.42K Sell
102
-214
-68% -$9.97K ﹤0.01% 1800
2025
Q3 		$15.3K Buy
+316
New +$16K ﹤0.01% 1252

Other funds holding DT

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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

Root Financial Partners's DT Position: Q2 2026 in Review

Root Financial Partners sold out of Dynatrace (DT) in Q2 2026, closing a stake of 78 shares — an estimated $2.88K sold.

Root Financial Partners first reported a position in DT in Q3 2025 and held it in 3 quarters. The position peaked at $15.3K in Q3 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Root Financial Partners reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 78 Dynatrace shares in Q2 2026, an estimated $2.88K.
  • Root Financial Partners first reported a position in Dynatrace in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dynatrace position peaked at $15.3K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.