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Global Financial Private Client’s Dynatrace DT Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-1,110
Closed -$52.3K – 599
2025
Q1 		$52.3K Buy
1,110
+860
+344% +$47K 0.02% 324
2024
Q4 		$13.6K Buy
250
+7
+3% +$382 0.01% 492
2024
Q3 		$13K Buy
+243
New +$11.6K 0.01% 501

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Financial Private Client's DT Position: Q2 2025 in Review

Global Financial Private Client sold out of Dynatrace (DT) in Q2 2025, closing a stake of 1,110 shares — an estimated $52.3K sold.

Global Financial Private Client first reported a position in DT in Q3 2024 and held it in 3 quarters. The position peaked at $52.3K in Q1 2025. 626 funds tracked by Wall St. Rank hold DT as of Q2 2025.

  • Global Financial Private Client reported no remaining Dynatrace position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1,110 Dynatrace shares in Q2 2025, an estimated $52.3K.
  • Global Financial Private Client first reported a position in Dynatrace in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Dynatrace position peaked at $52.3K in Q1 2025.
  • 626 funds tracked by Wall St. Rank held Dynatrace as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.