Cerity Partners
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Cerity Partners’s Dynatrace DT Stock Holding History

Cerity Partners’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 		$748K Buy
+20,221
New +$773K ﹤0.01% 2034
2025
Q3 		– Sell
-7,018
Closed -$387K – 2782
2025
Q2 		$387K Buy
7,018
+1,110
+19% +$55.6K ﹤0.01% 2012
2025
Q1 		$279K Sell
5,908
-9,193
-61% -$503K ﹤0.01% 2059
2024
Q4 		$818K Sell
15,101
-4,377
-22% -$239K ﹤0.01% 1511
2024
Q3 		$1.04M Buy
19,478
+14,499
+291% +$690K ﹤0.01% 1374
2024
Q2 		$223K Sell
4,979
-435
-8% -$20K ﹤0.01% 1978
2024
Q1 		$251K Buy
+5,414
New +$282K ﹤0.01% 1970
2022
Q2 		– Sell
-7,101
Closed -$335K – 1198
2022
Q1 		$335K Sell
7,101
-1,293
-15% -$60.9K 0.01% 697
2021
Q4 		$508K Buy
8,394
+1,933
+30% +$132K 0.01% 591
2021
Q3 		$459K Sell
6,461
-335
-5% -$22K 0.01% 482
2021
Q2 		$397K Buy
6,796
+100
+1% +$5.22K 0.01% 514
2021
Q1 		$323K Sell
6,696
-1,717
-20% -$83.3K 0.01% 534
2020
Q4 		$364K Sell
8,413
-1,248
-13% -$49.6K 0.01% 476
2020
Q3 		$396K Buy
9,661
+696
+8% +$28.5K 0.02% 354
2020
Q2 		$364K Buy
+8,965
New +$295K 0.02% 320

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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 $2.9T AUM 29.55% 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

Cerity Partners's DT Position: Q1 2026 in Review

Cerity Partners opened a new position in Dynatrace (DT) in Q1 2026: 20,221 shares worth $748K. The stake represents ﹤0.01% of the portfolio and ranks #2034 among its holdings. This is a return to the name: Cerity Partners previously reported a position in DT as recently as Q2 2025.

Cerity Partners first reported a position in DT in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2024. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Cerity Partners held 20,221 shares of Dynatrace worth $748K as of Q1 2026.
  • Dynatrace was a new Cerity Partners position in Q1 2026.
  • Dynatrace made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2034 holding.
  • Cerity Partners first reported a position in Dynatrace in Q2 2020 and has held it in 15 quarters since.
  • Cerity Partners's Dynatrace position peaked at $1.04M in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.