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Sequoia Financial Advisors’s Dynatrace DT Stock Holding History

Sequoia Financial Advisors’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 		$4.42M Buy
100,563
+20,222
+25% +$788K 0.02% 377
2026
Q1 		$2.97M Buy
80,341
+3,946
+5% +$151K 0.02% 463
2025
Q4 		$3.31M Buy
76,395
+10,002
+15% +$466K 0.02% 427
2025
Q3 		$3.22M Buy
66,393
+37,863
+133% +$1.92M 0.02% 397
2025
Q2 		$1.58M Buy
+28,530
New +$1.43M 0.01% 538

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

Sequoia Financial Advisors's DT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dynatrace (DT) stake by 25% in Q2 2026, buying an estimated $788K and bringing the position to 100,563 shares worth $4.42M. The position accounts for 0.02% of the portfolio, ranked #377.

Sequoia Financial Advisors first reported a position in DT in Q2 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Sequoia Financial Advisors held 100,563 shares of Dynatrace worth $4.42M as of Q2 2026.
  • Sequoia Financial Advisors bought 20,222 Dynatrace shares in Q2 2026, an estimated $788K.
  • Dynatrace made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #377 holding.
  • Sequoia Financial Advisors first reported a position in Dynatrace in Q2 2025 and has held it in 5 quarters since.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.