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United Capital Financial Advisors’s Dynatrace DT Stock Holding History

United Capital 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 		$378K Sell
8,617
-12,268
-59% -$478K ﹤0.01% 1261
2026
Q1 		$772K Buy
20,885
+11,248
+117% +$430K ﹤0.01% 870
2025
Q4 		$418K Sell
9,637
-6,001
-38% -$280K ﹤0.01% 1037
2025
Q3 		$758K Buy
+15,638
New +$791K 0.01% 734

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

United Capital Financial Advisors's DT Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Dynatrace (DT) stake by 59% in Q2 2026, selling an estimated $478K and leaving 8,617 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

United Capital Financial Advisors first reported a position in DT in Q3 2025 and has held it in 4 quarters since. The position peaked at $772K in Q1 2026. 590 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • United Capital Financial Advisors held 8,617 shares of Dynatrace worth $378K as of Q2 2026.
  • United Capital Financial Advisors sold 12,268 Dynatrace shares in Q2 2026, an estimated $478K.
  • Dynatrace made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1261 holding.
  • United Capital Financial Advisors first reported a position in Dynatrace in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Dynatrace position peaked at $772K in Q1 2026.
  • 590 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

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