180 Wealth Advisors’s Dynatrace DT Stock Holding History

180 Wealth 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
2025 Q3	–	Sell	-3,805	Closed	-$210K	–	462
2025 Q2	$210K	Sell	3,805 -488	-11%	-$24.4K	0.03%	392
2025 Q1	$202K	Buy	4,293 +33	+0.8%	+$1.8K	0.03%	380
2024 Q4	$232K	Sell	4,260 -92	-2%	-$5.02K	0.04%	360
2024 Q3	$233K	Buy	+4,352	New	+$207K	0.04%	380
2024 Q1	–	Sell	-4,111	Closed	-$217K	–	409
2023 Q4	$217K	Buy	+4,111	New	+$208K	0.04%	341
2023 Q3	–	Sell	-4,083	Closed	-$210K	–	378
2023 Q2	$210K	Buy	+4,083	New	+$191K	0.05%	322
2023 Q1	–	Sell	-5,382	Closed	-$207K	–	369
2022 Q4	$207K	Buy	+5,382	New	+$196K	0.05%	330
2022 Q3	–	Sell	-6,692	Closed	-$274K	–	365
2022 Q2	$274K	Sell	6,692 -33	-0.5%	-$1.31K	0.07%	280
2022 Q1	$288K	Buy	6,725 +30	+0.4%	+$1.41K	0.06%	287
2021 Q4	$325K	Buy	6,695 +687	+11%	+$46.8K	0.07%	259
2021 Q3	$453K	Sell	6,008 -3	-0%	-$197	0.1%	202
2021 Q2	$386K	Sell	6,011 -225	-4%	-$11.8K	0.09%	222
2021 Q1	$307K	Buy	+6,236	New	+$302K	0.08%	244

Other funds holding DT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

180 Wealth Advisors's DT Position: Q3 2025 in Review

180 Wealth Advisors sold out of Dynatrace (DT) in Q3 2025, closing a stake of 3,805 shares — an estimated $210K sold.

180 Wealth Advisors first reported a position in DT in Q1 2021 and held it in 13 quarters. The position peaked at $453K in Q3 2021. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

180 Wealth Advisors reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
180 Wealth Advisors sold 3,805 Dynatrace shares in Q3 2025, an estimated $210K.
180 Wealth Advisors first reported a position in Dynatrace in Q1 2021 and held it in 13 quarters.
180 Wealth Advisors's Dynatrace position peaked at $453K in Q3 2021.
627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on 180 Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.