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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Root Financial Partners's DT Position: Q1 2026 in Review

Root Financial Partners reduced its Dynatrace (DT) stake by 24% in Q1 2026, selling an estimated $917 and leaving 78 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Root Financial Partners first reported a position in DT in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q3 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Root Financial Partners held 78 shares of Dynatrace worth $2.88K as of Q1 2026.
  • Root Financial Partners sold 24 Dynatrace shares in Q1 2026, an estimated $917.
  • Dynatrace made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2166 holding.
  • Root Financial Partners first reported a position in Dynatrace in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Dynatrace position peaked at $15.3K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.