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Spire Wealth Management’s Dynatrace DT Stock Holding History

Spire 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 		$571 Buy
+13
New +$506 ﹤0.01% 2207
2026
Q1 		– Sell
-259
Closed -$11.2K – 2299
2025
Q4 		$11.2K Sell
259
-414
-62% -$19.3K ﹤0.01% 1671
2025
Q3 		$32.6K Sell
673
-47
-7% -$2.38K ﹤0.01% 1367
2025
Q2 		$39.8K Sell
720
-99
-12% -$4.96K ﹤0.01% 1283
2025
Q1 		$38.6K Buy
819
+44
+6% +$2.41K ﹤0.01% 1378
2024
Q4 		$42.1K Buy
775
+76
+11% +$4.14K ﹤0.01% 1345
2024
Q3 		$37.4K Buy
699
+158
+29% +$7.52K ﹤0.01% 1227
2024
Q2 		$24.2K Buy
541
+30
+6% +$1.38K ﹤0.01% 1375
2024
Q1 		$23.7K Sell
511
-16,266
-97% -$847K ﹤0.01% 1458
2023
Q4 		$971K Buy
16,777
+16,351
+3,838% +$826K 0.03% 367
2023
Q3 		$19.9K Sell
426
-13,537
-97% -$665K ﹤0.01% 1503
2023
Q2 		$719K Buy
13,963
+13,805
+8,737% +$647K 0.03% 415
2023
Q1 		$6.68K Sell
158
-67
-30% -$2.71K ﹤0.01% 1969
2022
Q4 		$9K Buy
+225
New +$8.18K ﹤0.01% 1648
2022
Q1 		– Sell
-3,790
Closed -$229K – 2614
2021
Q4 		$229K Sell
3,790
-3,545
-48% -$242K 0.01% 1035
2021
Q3 		$521K Buy
7,335
+3,410
+87% +$224K 0.01% 575
2021
Q2 		$229K Sell
3,925
-3,665
-48% -$191K 0.01% 884
2021
Q1 		$363K Buy
+7,590
New +$368K 0.01% 781

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

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

Spire Wealth Management opened a new position in Dynatrace (DT) in Q2 2026: 13 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #2207 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in DT as recently as Q4 2025.

Spire Wealth Management first reported a position in DT in Q1 2021 and has held it in 18 quarters since. The position peaked at $971K in Q4 2023. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Spire Wealth Management held 13 shares of Dynatrace worth $571 as of Q2 2026.
  • Dynatrace was a new Spire Wealth Management position in Q2 2026.
  • Dynatrace made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2207 holding.
  • Spire Wealth Management first reported a position in Dynatrace in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's Dynatrace position peaked at $971K in Q4 2023.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.