Sowell Financial Services’s Dynatrace DT Stock Holding History

Sowell Financial Services’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	$538K	Buy	12,245 +2,784	+29%	+$108K	0.02%	621
2026 Q1	$350K	Buy	9,461 +4,530	+92%	+$173K	0.01%	780
2025 Q4	$214K	Sell	4,931 -2,973	-38%	-$139K	0.01%	1000
2025 Q3	$383K	Buy	7,904 +61	+0.8%	+$3.09K	0.01%	728
2025 Q2	$433K	Buy	+7,843	New	+$393K	0.02%	654
2024 Q1	–	Sell	-30,529	Closed	-$1.67M	–	550
2023 Q4	$1.67M	Sell	30,529 -2,303	-7%	-$116K	0.09%	245
2023 Q3	$1.53M	Sell	32,832 -1,094	-3%	-$53.7K	0.1%	237
2023 Q2	$1.75M	Buy	+33,926	New	+$1.59M	0.1%	239
2021 Q2	–	Sell	-572	Closed	-$26K	–	1097
2021 Q1	$26K	Sell	572 -1,702	-75%	-$82.6K	﹤0.01%	1935
2020 Q4	$98K	Sell	2,274 -2	-0.1%	-$79	﹤0.01%	1164
2020 Q3	$93K	Sell	2,276 -181	-7%	-$7.41K	﹤0.01%	991
2020 Q2	$100K	Buy	+2,457	New	+$80.8K	0.01%	970
2020 Q1	–	Sell	-200	Closed	-$5K	–	2476
2019 Q4	$5K	Buy	+200	New	+$4.39K	﹤0.01%	1895

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sowell Financial Services's DT Position: Q2 2026 in Review

Sowell Financial Services increased its Dynatrace (DT) stake by 29% in Q2 2026, buying an estimated $108K and bringing the position to 12,245 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #621.

Sowell Financial Services first reported a position in DT in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.75M in Q2 2023. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Sowell Financial Services held 12,245 shares of Dynatrace worth $538K as of Q2 2026.
Sowell Financial Services bought 2,784 Dynatrace shares in Q2 2026, an estimated $108K.
Dynatrace made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #621 holding.
Sowell Financial Services first reported a position in Dynatrace in Q4 2019 and has held it in 13 quarters since.
Sowell Financial Services's Dynatrace position peaked at $1.75M in Q2 2023.
590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.