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Transamerica Financial Advisors’s Dynatrace DT Stock Holding History

Transamerica Financial Advisors’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 		$105K Sell
2,391
-80,400
-97% -$3.13M 0.01% 567
2026
Q1 		$3.06M Sell
82,791
-4,825
-6% -$184K 0.26% 98
2025
Q4 		$3.8M Sell
87,616
-3,076
-3% -$143K 0.32% 87
2025
Q3 		$4.39M Buy
90,692
+33,802
+59% +$1.71M 0.36% 67
2025
Q2 		$3.14M Buy
+56,890
New +$2.85M 0.29% 81

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

Transamerica Financial Advisors's DT Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Dynatrace (DT) stake by 97% in Q2 2026, selling an estimated $3.13M and leaving 2,391 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #567.

Transamerica Financial Advisors first reported a position in DT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.39M in Q3 2025. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Transamerica Financial Advisors held 2,391 shares of Dynatrace worth $105K as of Q2 2026.
  • Transamerica Financial Advisors sold 80,400 Dynatrace shares in Q2 2026, an estimated $3.13M.
  • Dynatrace made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #567 holding.
  • Transamerica Financial Advisors first reported a position in Dynatrace in Q2 2025 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's Dynatrace position peaked at $4.39M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.