Rockefeller Capital Management’s Dynatrace DT Stock Holding History

Rockefeller Capital 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	$554K	Sell	14,972 -36	-0.2%	-$1.38K	﹤0.01%	1925
2025 Q4	$650K	Buy	15,008 +1,884	+14%	+$87.8K	﹤0.01%	1762
2025 Q3	$636K	Buy	+13,124	New	+$664K	﹤0.01%	1655
2024 Q2	–	Sell	-10,447	Closed	-$485K	–	1654
2024 Q1	$485K	Buy	+10,447	New	+$544K	﹤0.01%	1476
2023 Q3	–	Sell	-5,848	Closed	-$187K	–	1570
2023 Q2	$187K	Sell	5,848 -721	-11%	-$33.8K	﹤0.01%	1664
2023 Q1	$277K	Buy	6,569 +6,255	+1,992%	+$253K	﹤0.01%	1626
2022 Q4	$12K	Sell	314 -196	-38%	-$7.12K	﹤0.01%	2996
2022 Q3	$16K	Sell	510 -25	-5%	-$967	﹤0.01%	2862
2022 Q2	$21K	Sell	535 -698	-57%	-$27.8K	﹤0.01%	2715
2022 Q1	$58K	Sell	1,233 -330	-21%	-$15.5K	﹤0.01%	2226
2021 Q4	$94K	Buy	1,563 +695	+80%	+$47.4K	﹤0.01%	1965
2021 Q3	$61K	Buy	868 +645	+289%	+$42.3K	﹤0.01%	2049
2021 Q2	$12K	Buy	+223	New	+$11.6K	﹤0.01%	2702

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

Rockefeller Capital Management's DT Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Dynatrace (DT) stake by 0.24% in Q1 2026, selling an estimated $1.38K and leaving 14,972 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Rockefeller Capital Management first reported a position in DT in Q2 2021 and has held it in 13 quarters since. The position peaked at $650K in Q4 2025. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

Rockefeller Capital Management held 14,972 shares of Dynatrace worth $554K as of Q1 2026.
Rockefeller Capital Management sold 36 Dynatrace shares in Q1 2026, an estimated $1.38K.
Dynatrace made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1925 holding.
Rockefeller Capital Management first reported a position in Dynatrace in Q2 2021 and has held it in 13 quarters since.
Rockefeller Capital Management's Dynatrace position peaked at $650K in Q4 2025.
576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.