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Halbert Hargrove Global Advisors’s Dynatrace DT Stock Holding History

Halbert Hargrove Global Advisors’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
Q4 		– Sell
-30
Closed -$1.45K – 471
2025
Q3 		$1.45K Buy
+30
New +$1.52K ﹤0.01% 622

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's DT Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Dynatrace (DT) in Q4 2025, closing a stake of 30 shares — an estimated $1.45K sold.

Halbert Hargrove Global Advisors first reported a position in DT in Q3 2025 and held it in 1 quarter. The position peaked at $1.45K in Q3 2025. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 30 Dynatrace shares in Q4 2025, an estimated $1.45K.
  • Halbert Hargrove Global Advisors first reported a position in Dynatrace in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Dynatrace position peaked at $1.45K in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.