DWM
DT icon

Dynasty Wealth Management’s Dynatrace DT Stock Holding History

Dynasty 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
-5,797
Closed -$320K – 319
2025
Q2 		$320K Sell
5,797
-1,201
-17% -$60.2K 0.01% 207
2025
Q1 		$330K Buy
6,998
+182
+3% +$9.96K 0.01% 218
2024
Q4 		$370K Buy
6,816
+1,377
+25% +$75.1K 0.01% 220
2024
Q3 		$291K Buy
+5,439
New +$259K 0.01% 203

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

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

Dynasty Wealth Management sold out of Dynatrace (DT) in Q3 2025, closing a stake of 5,797 shares — an estimated $320K sold.

Dynasty Wealth Management first reported a position in DT in Q3 2024 and held it in 4 quarters. The position peaked at $370K in Q4 2024. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,797 Dynatrace shares in Q3 2025, an estimated $320K.
  • Dynasty Wealth Management first reported a position in Dynatrace in Q3 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Dynatrace position peaked at $370K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.