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TFC Financial Management’s Dynatrace DT Stock Holding History

TFC Financial 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 		$659 Buy
+15
New +$584 ﹤0.01% 705
2026
Q1 		– Sell
-2
Closed -$87 – 1017
2025
Q4 		$87 Hold
2
– – ﹤0.01% 880
2025
Q3 		$97 Hold
2
– – ﹤0.01% 898
2025
Q2 		$111 Buy
+2
New +$100 ﹤0.01% 869

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

TFC Financial Management's DT Position: Q2 2026 in Review

TFC Financial Management opened a new position in Dynatrace (DT) in Q2 2026: 15 shares worth $659. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: TFC Financial Management previously reported a position in DT as recently as Q4 2025.

TFC Financial Management first reported a position in DT in Q2 2025 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • TFC Financial Management held 15 shares of Dynatrace worth $659 as of Q2 2026.
  • Dynatrace was a new TFC Financial Management position in Q2 2026.
  • Dynatrace made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #705 holding.
  • TFC Financial Management first reported a position in Dynatrace in Q2 2025 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.