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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
Q2 		$3.25K Sell
74
-83
-53% -$3.23K ﹤0.01% 1259
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's DT Position: Q2 2026 in Review

SHP Wealth Management reduced its Dynatrace (DT) stake by 53% in Q2 2026, selling an estimated $3.23K and leaving 74 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

SHP Wealth Management first reported a position in DT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.81K in Q1 2026. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • SHP Wealth Management held 74 shares of Dynatrace worth $3.25K as of Q2 2026.
  • SHP Wealth Management sold 83 Dynatrace shares in Q2 2026, an estimated $3.23K.
  • Dynatrace made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1259 holding.
  • SHP Wealth Management first reported a position in Dynatrace in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Dynatrace position peaked at $5.81K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.