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True Wealth Design’s Dynatrace DT Stock Holding History

True Wealth Design’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 		$116K Buy
2,647
+1,269
+92% +$49.4K 0.03% 219
2026
Q1 		$51K Buy
1,378
+482
+54% +$18.4K 0.01% 398
2025
Q4 		$38.8K Buy
896
+447
+100% +$20.8K 0.01% 409
2025
Q3 		$21.8K Buy
449
+222
+98% +$11.2K 0.01% 575
2025
Q2 		$12.5K Buy
227
+25
+12% +$1.25K ﹤0.01% 499
2025
Q1 		$9.53K Sell
202
-52
-20% -$2.85K ﹤0.01% 483
2024
Q4 		$13.8K Buy
254
+2
+0.8% +$109 0.01% 369
2024
Q3 		$13.5K Buy
252
+241
+2,191% +$11.5K 0.01% 384
2024
Q2 		$493 Buy
11
+2
+22% +$92 ﹤0.01% 655
2024
Q1 		$418 Buy
9
+4
+80% +$208 ﹤0.01% 659
2023
Q4 		$274 Hold
5
– – ﹤0.01% 626
2023
Q3 		$234 Hold
5
– – ﹤0.01% 614
2023
Q2 		$258 Hold
5
– – ﹤0.01% 612
2023
Q1 		$212 Hold
5
– – ﹤0.01% 719
2022
Q4 		$192 Buy
+5
New +$182 ﹤0.01% 671

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

True Wealth Design's DT Position: Q2 2026 in Review

True Wealth Design increased its Dynatrace (DT) stake by 92% in Q2 2026, buying an estimated $49.4K and bringing the position to 2,647 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #219.

True Wealth Design first reported a position in DT in Q4 2022 and has held it in 15 quarters since. 591 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • True Wealth Design held 2,647 shares of Dynatrace worth $116K as of Q2 2026.
  • True Wealth Design bought 1,269 Dynatrace shares in Q2 2026, an estimated $49.4K.
  • Dynatrace made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #219 holding.
  • True Wealth Design first reported a position in Dynatrace in Q4 2022 and has held it in 15 quarters since.
  • 591 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.