S.A. Mason’s Dynatrace DT Stock Holding History

S.A. Mason’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	–	Sell	-2,342	Closed	-$102K	–	269
2025 Q4	$102K	Sell	2,342 -775	-25%	-$36.1K	0.04%	260
2025 Q3	$151K	Buy	3,117 +1,947	+166%	+$98.5K	0.07%	210
2025 Q2	$64.6K	Sell	1,170 -50	-4%	-$2.5K	0.03%	272
2025 Q1	$57.5K	Buy	+1,220	New	+$66.7K	0.03%	266

Other funds holding DT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

S.A. Mason's DT Position: Q1 2026 in Review

S.A. Mason sold out of Dynatrace (DT) in Q1 2026, closing a stake of 2,342 shares — an estimated $102K sold.

S.A. Mason first reported a position in DT in Q1 2025 and held it in 4 quarters. The position peaked at $151K in Q3 2025. 581 funds tracked by Wall St. Rank hold DT as of Q1 2026.

S.A. Mason reported no remaining Dynatrace position as of Q1 2026 after selling out during the quarter.
S.A. Mason sold 2,342 Dynatrace shares in Q1 2026, an estimated $102K.
S.A. Mason first reported a position in Dynatrace in Q1 2025 and held it in 4 quarters.
S.A. Mason's Dynatrace position peaked at $151K in Q3 2025.
581 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.