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Steward Partners Investment Advisory’s Dynatrace DT Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-5,319
Closed -$197K – 4724
2026
Q1 		$197K Buy
5,319
+269
+5% +$10.3K ﹤0.01% 2027
2025
Q4 		$219K Buy
5,050
+3,752
+289% +$175K ﹤0.01% 1886
2025
Q3 		$62.9K Buy
1,298
+177
+16% +$8.96K ﹤0.01% 2491
2025
Q2 		$61.9K Sell
1,121
-478
-30% -$23.9K ﹤0.01% 2370
2025
Q1 		$75.4K Buy
1,599
+162
+11% +$8.86K ﹤0.01% 2181
2024
Q4 		$78.1K Buy
1,437
+911
+173% +$49.7K ﹤0.01% 2105
2024
Q3 		$28.1K Buy
526
+40
+8% +$1.9K ﹤0.01% 2499
2024
Q2 		$21.7K Sell
486
-322
-40% -$14.8K ﹤0.01% 2500
2024
Q1 		$37.5K Buy
808
+214
+36% +$11.1K ﹤0.01% 2242
2023
Q4 		$32.5K Buy
594
+44
+8% +$2.22K ﹤0.01% 2154
2023
Q3 		$25.7K Hold
550
– – ﹤0.01% 2190
2023
Q2 		$28.3K Sell
550
-50
-8% -$2.34K ﹤0.01% 2111
2023
Q1 		$25.4K Sell
600
-50
-8% -$2.02K ﹤0.01% 2147
2022
Q4 		$24.9K Sell
650
-170
-21% -$6.18K ﹤0.01% 2134
2022
Q3 		$29K Sell
820
-50
-6% -$1.93K ﹤0.01% 2038
2022
Q2 		$34K Hold
870
– – ﹤0.01% 1979
2022
Q1 		$41K Sell
870
-30
-3% -$1.41K ﹤0.01% 2012
2021
Q4 		$54K Sell
900
-950
-51% -$64.7K ﹤0.01% 1864
2021
Q3 		$131K Sell
1,850
-50
-3% -$3.28K ﹤0.01% 1444
2021
Q2 		$111K Hold
1,900
– – ﹤0.01% 2089
2021
Q1 		$91.7K Buy
+1,900
New +$92.2K ﹤0.01% 1674
2020
Q3 		– Sell
-2,300
Closed -$93K – 2764
2020
Q2 		$93K Buy
+2,300
New +$75.7K ﹤0.01% 1181

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

Steward Partners Investment Advisory's DT Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Dynatrace (DT) in Q2 2026, closing a stake of 5,319 shares — an estimated $197K sold.

Steward Partners Investment Advisory first reported a position in DT in Q2 2020 and held it in 22 quarters. The position peaked at $219K in Q4 2025. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,319 Dynatrace shares in Q2 2026, an estimated $197K.
  • Steward Partners Investment Advisory first reported a position in Dynatrace in Q2 2020 and held it in 22 quarters.
  • Steward Partners Investment Advisory's Dynatrace position peaked at $219K in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.