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 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 $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

Perigon Wealth Management's DT Position: Q1 2026 in Review

Perigon Wealth Management increased its Dynatrace (DT) stake by 36% in Q1 2026, buying an estimated $171K and bringing the position to 16,701 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #698.

Perigon Wealth Management first reported a position in DT in Q4 2020 and has held it in 6 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Perigon Wealth Management held 16,701 shares of Dynatrace worth $618K as of Q1 2026.
Perigon Wealth Management bought 4,464 Dynatrace shares in Q1 2026, an estimated $171K.
Dynatrace made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #698 holding.
Perigon Wealth Management first reported a position in Dynatrace in Q4 2020 and has held it in 6 quarters since.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.