Perigon Wealth Management’s Dynatrace DT Stock Holding History

Perigon Wealth Management’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	$748K	Buy	17,025 +324	+2%	+$12.6K	0.01%	700
2026 Q1	$618K	Buy	16,701 +4,464	+36%	+$171K	0.01%	698
2025 Q4	$530K	Buy	12,237 +2,292	+23%	+$107K	0.01%	765
2025 Q3	$482K	Buy	9,945 +736	+8%	+$37.2K	0.01%	760
2025 Q2	$508K	Buy	+9,209	New	+$461K	0.01%	668
2024 Q1	–	Sell	-8,298	Closed	-$454K	–	862
2023 Q4	$454K	Buy	+8,298	New	+$419K	0.01%	525
2021 Q1	–	Sell	-459	Closed	-$20K	–	631
2020 Q4	$20K	Buy	+459	New	+$18.2K	﹤0.01%	1044

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Perigon Wealth Management's DT Position: Q2 2026 in Review

Perigon Wealth Management increased its Dynatrace (DT) stake by 1.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 17,025 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #700.

Perigon Wealth Management first reported a position in DT in Q4 2020 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

Perigon Wealth Management held 17,025 shares of Dynatrace worth $748K as of Q2 2026.
Perigon Wealth Management bought 324 Dynatrace shares in Q2 2026, an estimated $12.6K.
Dynatrace made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #700 holding.
Perigon Wealth Management first reported a position in Dynatrace in Q4 2020 and has held it in 7 quarters since.
595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.