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Bay Harbor Wealth Management’s Dynatrace DT Stock Holding History

Bay Harbor 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
Q1 		– Sell
-8
Closed -$346 – 1315
2025
Q4 		$346 Sell
8
-4
-33% -$186 ﹤0.01% 987
2025
Q3 		$581 Hold
12
– – ﹤0.01% 677
2025
Q2 		$662 Buy
12
+7
+140% +$351 ﹤0.01% 561
2025
Q1 		$235 Buy
+5
New +$274 ﹤0.01% 616

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Vanguard Portfolio Management
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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

Bay Harbor Wealth Management's DT Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Dynatrace (DT) in Q1 2026, closing a stake of 8 shares — an estimated $346 sold.

Bay Harbor Wealth Management first reported a position in DT in Q1 2025 and held it in 4 quarters. The position peaked at $662 in Q2 2025. 579 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 8 Dynatrace shares in Q1 2026, an estimated $346.
  • Bay Harbor Wealth Management first reported a position in Dynatrace in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Dynatrace position peaked at $662 in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.