SAG
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SageView Advisory Group’s Dynatrace DT Stock Holding History

SageView Advisory 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
Q1 		– Sell
-1,664
Closed -$72.1K – 1088
2025
Q4 		$72.1K Buy
+1,664
New +$77.6K ﹤0.01% 938
2024
Q3 		– Sell
-7,526
Closed -$337K – 522
2024
Q2 		$337K Buy
+7,526
New +$347K 0.02% 407
2024
Q1 		– Sell
-9,085
Closed -$539K – 571
2023
Q4 		$539K Buy
+9,085
New +$459K 0.02% 377

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SageView Advisory Group's DT Position: Q1 2026 in Review

SageView Advisory Group sold out of Dynatrace (DT) in Q1 2026, closing a stake of 1,664 shares — an estimated $72.1K sold.

SageView Advisory Group first reported a position in DT in Q4 2023 and held it in 3 quarters. The position peaked at $539K in Q4 2023. 581 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • SageView Advisory Group reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,664 Dynatrace shares in Q1 2026, an estimated $72.1K.
  • SageView Advisory Group first reported a position in Dynatrace in Q4 2023 and held it in 3 quarters.
  • SageView Advisory Group's Dynatrace position peaked at $539K in Q4 2023.
  • 581 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.