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Summit Trail Advisors’s Dynatrace DT Stock Holding History

Summit Trail Advisors’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 		$2.88M Buy
77,783
+35,038
+82% +$1.34M 0.04% 324
2025
Q4 		$1.85M Buy
42,745
+3,964
+10% +$185K 0.03% 451
2025
Q3 		$1.88M Buy
38,781
+25,181
+185% +$1.27M 0.03% 487
2025
Q2 		$751K Buy
+13,600
New +$681K 0.01% 574

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pictet Asset Management
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
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

Summit Trail Advisors's DT Position: Q1 2026 in Review

Summit Trail Advisors increased its Dynatrace (DT) stake by 82% in Q1 2026, buying an estimated $1.34M and bringing the position to 77,783 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #324.

Summit Trail Advisors first reported a position in DT in Q2 2025 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold DT as of Q1 2026.

  • Summit Trail Advisors held 77,783 shares of Dynatrace worth $2.88M as of Q1 2026.
  • Summit Trail Advisors bought 35,038 Dynatrace shares in Q1 2026, an estimated $1.34M.
  • Dynatrace made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #324 holding.
  • Summit Trail Advisors first reported a position in Dynatrace in Q2 2025 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Dynatrace as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.