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Connecticut Wealth Management’s Dynatrace DT Stock Holding History

Connecticut Wealth Management’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
-4,097
Closed -$226K – 325
2025
Q2 		$226K Buy
+4,097
New +$205K 0.01% 291
2025
Q1 		– Sell
-4,097
Closed -$223K – 308
2024
Q4 		$223K Sell
4,097
-93
-2% -$5.07K 0.01% 253
2024
Q3 		$224K Buy
+4,190
New +$199K 0.01% 297

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Connecticut Wealth Management's DT Position: Q3 2025 in Review

Connecticut Wealth Management sold out of Dynatrace (DT) in Q3 2025, closing a stake of 4,097 shares — an estimated $226K sold.

Connecticut Wealth Management first reported a position in DT in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q2 2025. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Connecticut Wealth Management reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 4,097 Dynatrace shares in Q3 2025, an estimated $226K.
  • Connecticut Wealth Management first reported a position in Dynatrace in Q3 2024 and held it in 3 quarters.
  • Connecticut Wealth Management's Dynatrace position peaked at $226K in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.