CIBC Private Wealth Group
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CIBC Private Wealth Group’s Dynatrace DT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$58.7K Sell
1,354
-437
-24% -$20.4K ﹤0.01% 1719
2025
Q3 		$86.8K Sell
1,791
-3,593
-67% -$182K ﹤0.01% 1564
2025
Q2 		$297K Sell
5,384
-1,637
-23% -$82K ﹤0.01% 977
2025
Q1 		$289K Buy
7,021
+1,705
+32% +$93.3K ﹤0.01% 965
2024
Q4 		$278K Sell
5,316
-59,371
-92% -$3.24M ﹤0.01% 1040
2024
Q3 		$3.46M Buy
64,687
+60,376
+1,401% +$2.87M 0.01% 485
2024
Q2 		$195K Sell
4,311
-64,296
-94% -$2.96M ﹤0.01% 1115
2024
Q1 		$3.14M Buy
68,607
+55,722
+432% +$2.9M 0.01% 470
2023
Q4 		$705K Buy
12,885
+5,919
+85% +$299K ﹤0.01% 720
2023
Q3 		$326K Sell
6,966
-660,521
-99% -$32.4M ﹤0.01% 861
2023
Q2 		$34.4M Buy
667,487
+192,707
+41% +$9.03M 0.08% 216
2023
Q1 		$20.1M Buy
474,780
+2,474
+0.5% +$100K 0.04% 252
2022
Q4 		$18.1M Sell
472,306
-53,250
-10% -$1.94M 0.06% 202
2022
Q3 		$18.3M Buy
525,556
+14,458
+3% +$559K 0.05% 236
2022
Q2 		$20.2M Buy
511,098
+87,920
+21% +$3.5M 0.05% 237
2022
Q1 		$19.9M Buy
423,178
+101,417
+32% +$4.77M 0.04% 249
2021
Q4 		$19.4M Sell
321,761
-1,897
-0.6% -$129K 0.04% 265
2021
Q3 		$23M Sell
323,658
-1,414
-0.4% -$92.7K 0.05% 229
2021
Q2 		$19M Sell
325,072
-7,667
-2% -$400K 0.04% 260
2021
Q1 		$16.1M Sell
332,739
-9,814
-3% -$476K 0.04% 282
2020
Q4 		$14.8M Sell
342,553
-4,865
-1% -$193K 0.04% 276
2020
Q3 		$14.3M Sell
347,418
-12,469
-3% -$511K 0.04% 255
2020
Q2 		$14.6M Buy
+359,887
New +$11.8M 0.07% 185

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Private Wealth Group's DT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Dynatrace (DT) stake by 24% in Q4 2025, selling an estimated $20.4K and leaving 1,354 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

CIBC Private Wealth Group first reported a position in DT in Q2 2020 and has held it in 23 quarters since. The position peaked at $34.4M in Q2 2023. 660 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • CIBC Private Wealth Group held 1,354 shares of Dynatrace worth $58.7K as of Q4 2025.
  • CIBC Private Wealth Group sold 437 Dynatrace shares in Q4 2025, an estimated $20.4K.
  • Dynatrace made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1719 holding.
  • CIBC Private Wealth Group first reported a position in Dynatrace in Q2 2020 and has held it in 23 quarters since.
  • CIBC Private Wealth Group's Dynatrace position peaked at $34.4M in Q2 2023.
  • 660 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.