Bank Julius Baer & Co
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Bank Julius Baer & Co’s Dynatrace DT Stock Holding History

Bank Julius Baer & Co’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 		$972K Sell
26,196
-232,668
-90% -$8.89M ﹤0.01% 381
2025
Q4 		$11.3M Sell
258,864
-29,691
-10% -$1.38M 0.03% 173
2025
Q3 		$14M Sell
288,555
-31,033
-10% -$1.57M 0.04% 170
2025
Q2 		$17.6M Sell
319,588
-37,376
-10% -$1.87M 0.05% 155
2025
Q1 		$17.1M Buy
356,964
+154,139
+76% +$8.43M 0.06% 161
2024
Q4 		$11.1M Buy
202,825
+25,183
+14% +$1.37M 0.03% 197
2024
Q3 		$9.64M Buy
177,642
+176,436
+14,630% +$8.4M 0.03% 190
2024
Q2 		$60K Sell
1,206
-3,354
-74% -$155K ﹤0.01% 435
2024
Q1 		$212K Buy
+4,560
New +$237K ﹤0.01% 394
2023
Q4 		– Sell
-8,988
Closed -$420K – 548
2023
Q3 		$420K Buy
8,988
+265
+3% +$13K ﹤0.01% 337
2023
Q2 		$449K Buy
8,723
+2,823
+48% +$132K ﹤0.01% 345
2023
Q1 		$250K Sell
5,900
-4,345
-42% -$176K ﹤0.01% 416
2022
Q4 		$392K Buy
+10,245
New +$372K ﹤0.01% 366
2021
Q1 		– Sell
-1,433
Closed -$62K – 835
2020
Q4 		$62K Sell
1,433
-8,964
-86% -$356K ﹤0.01% 662
2020
Q3 		$426K Hold
10,397
– – ﹤0.01% 407
2020
Q2 		$422K Buy
+10,397
New +$342K ﹤0.01% 384

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank Julius Baer & Co's DT Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Dynatrace (DT) stake by 90% in Q1 2026, selling an estimated $8.89M and leaving 26,196 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Bank Julius Baer & Co first reported a position in DT in Q2 2020 and has held it in 16 quarters since. The position peaked at $17.6M in Q2 2025. 578 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Bank Julius Baer & Co held 26,196 shares of Dynatrace worth $972K as of Q1 2026.
  • Bank Julius Baer & Co sold 232,668 Dynatrace shares in Q1 2026, an estimated $8.89M.
  • Dynatrace made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #381 holding.
  • Bank Julius Baer & Co first reported a position in Dynatrace in Q2 2020 and has held it in 16 quarters since.
  • Bank Julius Baer & Co's Dynatrace position peaked at $17.6M in Q2 2025.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.