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
Q2 		$16.4M Sell
373,226
-55,269
-13% -$2.15M 0.02% 483
2026
Q1 		$15.8M Buy
428,495
+386,449
+919% +$14.8M 0.02% 462
2025
Q4 		$1.82M Buy
42,046
+26,752
+175% +$1.25M ﹤0.01% 1206
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Corient Private Wealth's DT Position: Q2 2026 in Review

Corient Private Wealth reduced its Dynatrace (DT) stake by 13% in Q2 2026, selling an estimated $2.15M and leaving 373,226 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #483.

Corient Private Wealth first reported a position in DT in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Corient Private Wealth held 373,226 shares of Dynatrace worth $16.4M as of Q2 2026.
  • Corient Private Wealth sold 55,269 Dynatrace shares in Q2 2026, an estimated $2.15M.
  • Dynatrace made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #483 holding.
  • Corient Private Wealth first reported a position in Dynatrace in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.