CVA Family Office’s Dynatrace DT Stock Holding History

CVA Family Office’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	$3.03K	Buy	+82	New	+$3.13K	﹤0.01%	1408
2025 Q4	–	Sell	-32	Closed	-$1.55K	–	1312
2025 Q3	$1.55K	Hold	32	–	–	﹤0.01%	1042
2025 Q2	$1.77K	Buy	+32	New	+$1.6K	﹤0.01%	1008
2023 Q1	–	Sell	-10	Closed	-$383	–	986
2022 Q4	$383	Buy	+10	New	+$363	﹤0.01%	914
2022 Q3	–	Sell	-110	Closed	-$4K	–	885
2022 Q2	$4K	Buy	+110	New	+$4.38K	﹤0.01%	763
2022 Q1	–	Sell	-90	Closed	-$5K	–	956
2021 Q4	$5K	Buy	+90	New	+$6.13K	﹤0.01%	743
2021 Q3	–	Sell	-90	Closed	-$5K	–	501
2021 Q2	$5K	Buy	90 +50	+125%	+$2.61K	﹤0.01%	760
2021 Q1	$2K	Buy	+40	New	+$1.94K	﹤0.01%	701

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CVA Family Office's DT Position: Q1 2026 in Review

CVA Family Office opened a new position in Dynatrace (DT) in Q1 2026: 82 shares worth $3.03K. The stake represents ﹤0.01% of the portfolio and ranks #1408 among its holdings. This is a return to the name: CVA Family Office previously reported a position in DT as recently as Q3 2025.

CVA Family Office first reported a position in DT in Q1 2021 and has held it in 8 quarters since. The position peaked at $5K in Q4 2021. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

CVA Family Office held 82 shares of Dynatrace worth $3.03K as of Q1 2026.
Dynatrace was a new CVA Family Office position in Q1 2026.
Dynatrace made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1408 holding.
CVA Family Office first reported a position in Dynatrace in Q1 2021 and has held it in 8 quarters since.
CVA Family Office's Dynatrace position peaked at $5K in Q4 2021.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.