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Twin Peaks Wealth Advisors’s Dynatrace DT Stock Holding History

Twin Peaks Wealth 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 		– Sell
-204
Closed -$7.54K – 764
2026
Q1 		$7.54K Buy
+204
New +$7.8K ﹤0.01% 1202
2025
Q3 		– Sell
-163
Closed -$7.62K – 682
2025
Q2 		$7.62K Buy
+163
New +$8.16K ﹤0.01% 1074

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

Twin Peaks Wealth Advisors's DT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dynatrace (DT) in Q2 2026, closing a stake of 204 shares — an estimated $7.54K sold.

Twin Peaks Wealth Advisors first reported a position in DT in Q2 2025 and held it in 2 quarters. The position peaked at $7.62K in Q2 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Dynatrace position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 204 Dynatrace shares in Q2 2026, an estimated $7.54K.
  • Twin Peaks Wealth Advisors first reported a position in Dynatrace in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Dynatrace position peaked at $7.62K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.