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Hennion & Walsh Asset Management’s Dynatrace DT Stock Holding History

Hennion & Walsh Asset 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
Q4 		– Sell
-10,564
Closed -$512K – 947
2025
Q3 		$512K Sell
10,564
-457
-4% -$23.1K 0.02% 698
2025
Q2 		$608K Sell
11,021
-180
-2% -$9.02K 0.02% 618
2025
Q1 		$528K Sell
11,201
-98
-0.9% -$5.36K 0.02% 618
2024
Q4 		$614K Sell
11,299
-4,206
-27% -$229K 0.03% 576
2024
Q3 		$829K Sell
15,505
-415
-3% -$19.8K 0.04% 494
2024
Q2 		$712K Sell
15,920
-5,452
-26% -$251K 0.04% 497
2024
Q1 		$993K Buy
21,372
+4,189
+24% +$218K 0.05% 421
2023
Q4 		$940K Buy
17,183
+1,219
+8% +$61.6K 0.05% 416
2023
Q3 		$746K Sell
15,964
-256
-2% -$12.6K 0.05% 425
2023
Q2 		$835K Buy
16,220
+639
+4% +$29.9K 0.05% 406
2023
Q1 		$659K Buy
15,581
+270
+2% +$10.9K 0.04% 443
2022
Q4 		$586K Buy
15,311
+3,274
+27% +$119K 0.04% 466
2022
Q3 		$419K Buy
12,037
+793
+7% +$30.7K 0.03% 522
2022
Q2 		$443K Buy
11,244
+6,705
+148% +$267K 0.03% 516
2022
Q1 		$214K Buy
4,539
+395
+10% +$18.6K 0.01% 729
2021
Q4 		$250K Buy
+4,144
New +$282K 0.01% 674

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hennion & Walsh Asset Management's DT Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Dynatrace (DT) in Q4 2025, closing a stake of 10,564 shares — an estimated $512K sold.

Hennion & Walsh Asset Management first reported a position in DT in Q4 2021 and held it in 16 quarters. The position peaked at $993K in Q1 2024. 660 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 10,564 Dynatrace shares in Q4 2025, an estimated $512K.
  • Hennion & Walsh Asset Management first reported a position in Dynatrace in Q4 2021 and held it in 16 quarters.
  • Hennion & Walsh Asset Management's Dynatrace position peaked at $993K in Q1 2024.
  • 660 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.