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Alliance Wealth Advisors (Utah)’s Dynatrace DT Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q4 		– Sell
-4,696
Closed -$228K – 264
2025
Q3 		$228K Sell
4,696
-804
-15% -$40.7K 0.05% 251
2025
Q2 		$304K Sell
5,500
-192
-3% -$9.62K 0.07% 221
2025
Q1 		$268K Sell
5,692
-411
-7% -$22.5K 0.07% 226
2024
Q4 		$332K Sell
6,103
-376
-6% -$20.5K 0.09% 207
2024
Q3 		$346K Buy
6,479
+1,661
+34% +$79.1K 0.09% 189
2024
Q2 		$216K Sell
4,818
-169
-3% -$7.79K 0.06% 214
2024
Q1 		$232K Buy
+4,987
New +$260K 0.07% 219

Other funds holding DT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s DT Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Dynatrace (DT) in Q4 2025, closing a stake of 4,696 shares — an estimated $228K sold.

Alliance Wealth Advisors (Utah) first reported a position in DT in Q1 2024 and held it in 7 quarters. The position peaked at $346K in Q3 2024. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,696 Dynatrace shares in Q4 2025, an estimated $228K.
  • Alliance Wealth Advisors (Utah) first reported a position in Dynatrace in Q1 2024 and held it in 7 quarters.
  • Alliance Wealth Advisors (Utah)'s Dynatrace position peaked at $346K in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.