Planning Strategies Inc.’s Dynatrace DT Stock Holding History

Planning Strategies Inc.’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	$2.46K	Buy	+56	New	+$2.18K	﹤0.01%	546

Other funds holding DT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Planning Strategies Inc.'s DT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dynatrace (DT) in Q2 2026: 56 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings.

162 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Planning Strategies Inc. held 56 shares of Dynatrace worth $2.46K as of Q2 2026.
Dynatrace was a new Planning Strategies Inc. position in Q2 2026.
Dynatrace made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #546 holding.
162 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.