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TD Private Client Wealth’s Dynatrace DT Stock Holding History

TD Private Client Wealth’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 		$73.4K Sell
1,985
-14,623
-88% -$559K ﹤0.01% 814
2025
Q4 		$720K Sell
16,608
-1,108
-6% -$51.6K 0.02% 409
2025
Q3 		$858K Sell
17,716
-2,982
-14% -$151K 0.02% 393
2025
Q2 		$1.14M Sell
20,698
-1,490
-7% -$74.6K 0.03% 331
2025
Q1 		$1.05M Sell
22,188
-265
-1% -$14.5K 0.03% 336
2024
Q4 		$1.22M Sell
22,453
-117
-0.5% -$6.38K 0.03% 317
2024
Q3 		$1.21M Buy
22,570
+675
+3% +$32.1K 0.03% 338
2024
Q2 		$980K Buy
21,895
+145
+0.7% +$6.68K 0.03% 350
2024
Q1 		$1.01M Buy
21,750
+384
+2% +$20K 0.03% 346
2023
Q4 		$1.17M Sell
21,366
-785
-4% -$39.7K 0.04% 316
2023
Q3 		$1.04M Buy
22,151
+113
+0.5% +$5.55K 0.04% 314
2023
Q2 		$1.13M Buy
22,038
+687
+3% +$32.2K 0.05% 309
2023
Q1 		$903K Sell
21,351
-5,732
-21% -$232K 0.04% 345
2022
Q4 		$1.04M Sell
27,083
-440
-2% -$16K 0.05% 318
2022
Q3 		$958K Sell
27,523
-732
-3% -$28.3K 0.05% 315
2022
Q2 		$1.11M Sell
28,255
-641
-2% -$25.5K 0.05% 300
2022
Q1 		$1.36M Buy
28,896
+6,276
+28% +$295K 0.06% 289
2021
Q4 		$1.37M Sell
22,620
-714
-3% -$48.7K 0.06% 294
2021
Q3 		$1.66M Sell
23,334
-4,332
-16% -$284K 0.07% 266
2021
Q2 		$1.62M Buy
27,666
+810
+3% +$42.3K 0.07% 268
2021
Q1 		$1.3M Buy
26,856
+2,204
+9% +$107K 0.06% 288
2020
Q4 		$1.07M Buy
24,652
+4,082
+20% +$162K 0.05% 291
2020
Q3 		$844K Buy
20,570
+20,558
+171,317% +$842K 0.05% 306
2020
Q2 		$487 Hold
12
– – ﹤0.01% 1027
2020
Q1 		$286 Buy
+12
New +$346 ﹤0.01% 1014

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

TD Private Client Wealth's DT Position: Q1 2026 in Review

TD Private Client Wealth reduced its Dynatrace (DT) stake by 88% in Q1 2026, selling an estimated $559K and leaving 1,985 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

TD Private Client Wealth first reported a position in DT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.66M in Q3 2021. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • TD Private Client Wealth held 1,985 shares of Dynatrace worth $73.4K as of Q1 2026.
  • TD Private Client Wealth sold 14,623 Dynatrace shares in Q1 2026, an estimated $559K.
  • Dynatrace made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #814 holding.
  • TD Private Client Wealth first reported a position in Dynatrace in Q1 2020 and has held it in 25 quarters since.
  • TD Private Client Wealth's Dynatrace position peaked at $1.66M in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.