Corient Private Wealth
DT icon

Corient Private Wealth’s Dynatrace DT Stock Holding History

Corient Private Wealth’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 		$15.8M Buy
428,495
+183,555
+75% +$7.02M 0.02% 462
2025
Q4 		$3.67M Buy
244,940
+229,646
+1,502% +$10.7M ﹤0.01% 1214
2025
Q3 		$741K Buy
15,294
+4,582
+43% +$232K ﹤0.01% 1579
2025
Q2 		$591K Buy
10,712
+2,878
+37% +$144K ﹤0.01% 1614
2025
Q1 		$369K Buy
7,834
+3,085
+65% +$169K ﹤0.01% 1746
2024
Q4 		$258K Buy
+4,749
New +$259K ﹤0.01% 1979

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

Corient Private Wealth's DT Position: Q1 2026 in Review

Corient Private Wealth increased its Dynatrace (DT) stake by 75% in Q1 2026, buying an estimated $7.02M and bringing the position to 428,495 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #462.

Corient Private Wealth first reported a position in DT in Q4 2024 and has held it in 6 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Corient Private Wealth held 428,495 shares of Dynatrace worth $15.8M as of Q1 2026.
  • Corient Private Wealth bought 183,555 Dynatrace shares in Q1 2026, an estimated $7.02M.
  • Dynatrace made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #462 holding.
  • Corient Private Wealth first reported a position in Dynatrace in Q4 2024 and has held it in 6 quarters since.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.