Ballentine Partners’s Dynatrace DT Stock Holding History

Ballentine Partners’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	-4,204	Closed	-$204K	–	1026
2025 Q3	$204K	Sell	4,204 -34	-0.8%	-$1.72K	﹤0.01%	910
2025 Q2	$234K	Buy	+4,238	New	+$212K	﹤0.01%	805

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ballentine Partners's DT Position: Q4 2025 in Review

Ballentine Partners sold out of Dynatrace (DT) in Q4 2025, closing a stake of 4,204 shares — an estimated $204K sold.

Ballentine Partners first reported a position in DT in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q2 2025. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

Ballentine Partners reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 4,204 Dynatrace shares in Q4 2025, an estimated $204K.
Ballentine Partners first reported a position in Dynatrace in Q2 2025 and held it in 2 quarters.
Ballentine Partners's Dynatrace position peaked at $234K in Q2 2025.
663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.