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GeoWealth Management’s Dynatrace DT Stock Holding History

GeoWealth 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
-665
Closed -$36.7K – 879
2025
Q2 		$36.7K Buy
+665
New +$33.3K ﹤0.01% 986
2025
Q1 		– Sell
-1,027
Closed -$55.8K – 1254
2024
Q4 		$55.8K Buy
1,027
+340
+49% +$18.5K ﹤0.01% 1133
2024
Q3 		$36.7K Buy
+687
New +$32.7K ﹤0.01% 1161

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

GeoWealth Management's DT Position: Q3 2025 in Review

GeoWealth Management sold out of Dynatrace (DT) in Q3 2025, closing a stake of 665 shares — an estimated $36.7K sold.

GeoWealth Management first reported a position in DT in Q3 2024 and held it in 3 quarters. The position peaked at $55.8K in Q4 2024. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • GeoWealth Management reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 665 Dynatrace shares in Q3 2025, an estimated $36.7K.
  • GeoWealth Management first reported a position in Dynatrace in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Dynatrace position peaked at $55.8K in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

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