WWM
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Western Wealth Management’s Dynatrace DT Stock Holding History

Western Wealth Management’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 		$284K Buy
+6,458
New +$252K 0.01% 846
2025
Q3 		– Sell
-8,525
Closed -$471K – 772
2025
Q2 		$471K Buy
+8,525
New +$427K 0.03% 424

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

Western Wealth Management's DT Position: Q2 2026 in Review

Western Wealth Management opened a new position in Dynatrace (DT) in Q2 2026: 6,458 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #846 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in DT as recently as Q2 2025.

Western Wealth Management first reported a position in DT in Q2 2025 and has held it in 2 quarters since. The position peaked at $471K in Q2 2025. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Western Wealth Management held 6,458 shares of Dynatrace worth $284K as of Q2 2026.
  • Dynatrace was a new Western Wealth Management position in Q2 2026.
  • Dynatrace made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #846 holding.
  • Western Wealth Management first reported a position in Dynatrace in Q2 2025 and has held it in 2 quarters since.
  • Western Wealth Management's Dynatrace position peaked at $471K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.