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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
Q2 		$2.77M Sell
63,086
-14,697
-19% -$572K 0.03% 403
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Trail Advisors's DT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Dynatrace (DT) stake by 19% in Q2 2026, selling an estimated $572K and leaving 63,086 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #403.

Summit Trail Advisors first reported a position in DT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.88M in Q1 2026. 595 funds tracked by Wall St. Rank hold DT as of Q2 2026.

  • Summit Trail Advisors held 63,086 shares of Dynatrace worth $2.77M as of Q2 2026.
  • Summit Trail Advisors sold 14,697 Dynatrace shares in Q2 2026, an estimated $572K.
  • Dynatrace made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #403 holding.
  • Summit Trail Advisors first reported a position in Dynatrace in Q2 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's Dynatrace position peaked at $2.88M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Dynatrace as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.