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Cary Street Partners Investment Advisory’s Dynatrace DT Stock Holding History

Cary Street Partners Investment Advisory’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
-232
Closed -$12.8K – 618
2025
Q2 		$12.8K Buy
232
+66
+40% +$3.31K 0.01% 506
2025
Q1 		$7.83K Buy
166
+163
+5,433% +$8.92K ﹤0.01% 495
2024
Q4 		$163 Sell
3
-117,373
-100% -$6.4M ﹤0.01% 512
2024
Q3 		$6.28M Buy
117,376
+587
+0.5% +$27.9K 0.23% 107
2024
Q2 		$5.23M Buy
116,789
+11,427
+11% +$526K 0.21% 122
2024
Q1 		$4.89M Buy
+105,362
New +$5.49M 0.21% 130

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 $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cary Street Partners Investment Advisory's DT Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of Dynatrace (DT) in Q3 2025, closing a stake of 232 shares — an estimated $12.8K sold.

Cary Street Partners Investment Advisory first reported a position in DT in Q1 2024 and held it in 6 quarters. The position peaked at $6.28M in Q3 2024. 626 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Cary Street Partners Investment Advisory reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 232 Dynatrace shares in Q3 2025, an estimated $12.8K.
  • Cary Street Partners Investment Advisory first reported a position in Dynatrace in Q1 2024 and held it in 6 quarters.
  • Cary Street Partners Investment Advisory's Dynatrace position peaked at $6.28M in Q3 2024.
  • 626 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.