UFPG
DT icon

United Financial Planning Group’s Dynatrace DT Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-553
Closed -$24K – 515
2025
Q4 		$24K Sell
553
-1,467
-73% -$68.4K 0.01% 125
2025
Q3 		$97.9K Buy
+2,020
New +$102K 0.06% 61

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

United Financial Planning Group's DT Position: Q1 2026 in Review

United Financial Planning Group sold out of Dynatrace (DT) in Q1 2026, closing a stake of 553 shares — an estimated $24K sold.

United Financial Planning Group first reported a position in DT in Q3 2025 and held it in 2 quarters. The position peaked at $97.9K in Q3 2025. 581 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • United Financial Planning Group reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 553 Dynatrace shares in Q1 2026, an estimated $24K.
  • United Financial Planning Group first reported a position in Dynatrace in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Dynatrace position peaked at $97.9K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.