Congress Wealth Management’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.7M Buy
374,915
+138,693
+59% +$6.95M 0.2% 124
2025
Q1
$11.1M Sell
236,222
-35,157
-13% -$1.92M 0.13% 181
2024
Q4
$14.7M Sell
271,379
-11,692
-4% -$638K 0.2% 143
2024
Q3
$15.1M Buy
283,071
+64,534
+30% +$3.07M 0.2% 153
2024
Q2
$9.78M Buy
218,537
+7,881
+4% +$363K 0.16% 178
2024
Q1
$9.78M Buy
210,656
+202,202
+2,392% +$10.5M 0.17% 169
2023
Q4
$462K Buy
+8,454
New +$427K 0.01% 475

Other funds holding DT

Congress Wealth Management's DT Position: Q2 2025 in Review

Congress Wealth Management increased its Dynatrace (DT) stake by 59% in Q2 2025, buying an estimated $6.95M and bringing the position to 374,915 shares worth $20.7M. The position accounts for 0.2% of the portfolio, ranked #124.

Congress Wealth Management first reported a position in DT in Q4 2023 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold DT as of Q2 2025.

  • Congress Wealth Management held 374,915 shares of Dynatrace worth $20.7M as of Q2 2025.
  • Congress Wealth Management bought 138,693 Dynatrace shares in Q2 2025, an estimated $6.95M.
  • Dynatrace made up 0.2% of Congress Wealth Management's portfolio in Q2 2025, its #124 holding.
  • Congress Wealth Management first reported a position in Dynatrace in Q4 2023 and has held it in 7 quarters since.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.