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HighPoint Advisor Group’s Dynatrace DT Stock Holding History

HighPoint Advisor Group’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
-4,835
Closed -$267K – 695
2025
Q2 		$267K Buy
4,835
+169
+4% +$8.46K 0.01% 560
2025
Q1 		$221K Sell
4,666
-35
-0.7% -$1.92K 0.01% 591
2024
Q4 		$289K Buy
4,701
+8
+0.2% +$436 0.02% 521
2024
Q3 		$254K Buy
+4,693
New +$223K 0.01% 549

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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's DT Position: Q3 2025 in Review

HighPoint Advisor Group sold out of Dynatrace (DT) in Q3 2025, closing a stake of 4,835 shares — an estimated $267K sold.

HighPoint Advisor Group first reported a position in DT in Q3 2024 and held it in 4 quarters. The position peaked at $289K in Q4 2024. 626 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • HighPoint Advisor Group reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,835 Dynatrace shares in Q3 2025, an estimated $267K.
  • HighPoint Advisor Group first reported a position in Dynatrace in Q3 2024 and held it in 4 quarters.
  • HighPoint Advisor Group's Dynatrace position peaked at $289K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on HighPoint Advisor Group's 13F filing for Q3 2025, filed 5 Nov 2025.