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Forefront Wealth Partners’s Dynatrace DT Stock Holding History

Forefront Wealth 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 		$421K Buy
11,391
+6,712
+143% +$257K 0.18% 107
2025
Q4 		$203K Buy
+4,679
New +$218K 0.1% 136

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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VCM
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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

Forefront Wealth Partners's DT Position: Q1 2026 in Review

Forefront Wealth Partners increased its Dynatrace (DT) stake by 143% in Q1 2026, buying an estimated $257K and bringing the position to 11,391 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #107.

Forefront Wealth Partners first reported a position in DT in Q4 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Forefront Wealth Partners held 11,391 shares of Dynatrace worth $421K as of Q1 2026.
  • Forefront Wealth Partners bought 6,712 Dynatrace shares in Q1 2026, an estimated $257K.
  • Dynatrace made up 0.18% of Forefront Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Forefront Wealth Partners first reported a position in Dynatrace in Q4 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.