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Stratos Wealth Partners’s Dynatrace DT Stock Holding History

Stratos Wealth Partners’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 		– Sell
-6,953
Closed -$301K – 1642
2025
Q4 		$301K Sell
6,953
-2,585
-27% -$120K ﹤0.01% 1285
2025
Q3 		$462K Buy
9,538
+2,604
+38% +$132K 0.01% 1053
2025
Q2 		$383K Sell
6,934
-791
-10% -$39.6K 0.01% 1038
2025
Q1 		$364K Sell
7,725
-3,797
-33% -$208K 0.01% 1005
2024
Q4 		$626K Buy
+11,522
New +$628K 0.01% 846

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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 $2.9T AUM 29.55% 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

Stratos Wealth Partners's DT Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Dynatrace (DT) in Q1 2026, closing a stake of 6,953 shares — an estimated $301K sold.

Stratos Wealth Partners first reported a position in DT in Q4 2024 and held it in 5 quarters. The position peaked at $626K in Q4 2024. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,953 Dynatrace shares in Q1 2026, an estimated $301K.
  • Stratos Wealth Partners first reported a position in Dynatrace in Q4 2024 and held it in 5 quarters.
  • Stratos Wealth Partners's Dynatrace position peaked at $626K in Q4 2024.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.