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Curated Wealth Partners’s Dynatrace DT Stock Holding History

Curated Wealth 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
Q3 		– Sell
-10,590
Closed -$585K – 162
2025
Q2 		$585K Buy
10,590
+2,626
+33% +$132K 0.07% 85
2025
Q1 		$376K Buy
7,964
+169
+2% +$9.24K 0.05% 109
2024
Q4 		$424K Buy
7,795
+2,986
+62% +$163K 0.05% 97
2024
Q3 		$257K Buy
+4,809
New +$229K 0.03% 117

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

Curated Wealth Partners's DT Position: Q3 2025 in Review

Curated Wealth Partners sold out of Dynatrace (DT) in Q3 2025, closing a stake of 10,590 shares — an estimated $585K sold.

Curated Wealth Partners first reported a position in DT in Q3 2024 and held it in 4 quarters. The position peaked at $585K in Q2 2025. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Curated Wealth Partners reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 10,590 Dynatrace shares in Q3 2025, an estimated $585K.
  • Curated Wealth Partners first reported a position in Dynatrace in Q3 2024 and held it in 4 quarters.
  • Curated Wealth Partners's Dynatrace position peaked at $585K in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.