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SHP Wealth Management’s Dynatrace DT Stock Holding History

SHP Wealth Management’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 		$5.81K Buy
+157
New +$6K ﹤0.01% 1036

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's DT Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Dynatrace (DT) in Q1 2026: 157 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings.

578 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • SHP Wealth Management held 157 shares of Dynatrace worth $5.81K as of Q1 2026.
  • Dynatrace was a new SHP Wealth Management position in Q1 2026.
  • Dynatrace made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1036 holding.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.