Bank of Montreal
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Bank of Montreal’s Dynatrace DT Stock Holding History

Bank of Montreal’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
2022
Q2 		– Sell
-233,700
Closed -$11.2M – 4164
2022
Q1 		$11.2M Buy
233,700
+118,700
+103% +$5.59M 0.01% 1091
2021
Q4 		$6.97M Buy
+115,000
New +$7.84M ﹤0.01% 1103

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 of Montreal's DT Position: Q1 2026 in Review

Bank of Montreal reduced its Dynatrace (DT) stake by 23% in Q1 2026, selling an estimated $736K and leaving 64,250 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Bank of Montreal first reported a position in DT in Q4 2019 and has held it in 26 quarters since. The position peaked at $48.2M in Q3 2024. 578 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Bank of Montreal held 64,250 shares of Dynatrace worth $2.38M as of Q1 2026.
  • Bank of Montreal sold 19,256 Dynatrace shares in Q1 2026, an estimated $736K.
  • Dynatrace made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1586 holding.
  • Bank of Montreal first reported a position in Dynatrace in Q4 2019 and has held it in 26 quarters since.
  • Bank of Montreal's Dynatrace position peaked at $48.2M in Q3 2024.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.