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Insight Wealth Strategies’s Dynatrace DT Stock Holding History

Insight Wealth Strategies’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
-79,424
Closed -$3.85M – 175
2025
Q3 		$3.85M Buy
79,424
+2,453
+3% +$124K 0.45% 74
2025
Q2 		$4.19M Buy
+76,971
New +$3.86M 0.53% 62

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 $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

Insight Wealth Strategies's DT Position: Q4 2025 in Review

Insight Wealth Strategies sold out of Dynatrace (DT) in Q4 2025, closing a stake of 79,424 shares — an estimated $3.85M sold.

Insight Wealth Strategies first reported a position in DT in Q2 2025 and held it in 2 quarters. The position peaked at $4.19M in Q2 2025. 661 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Insight Wealth Strategies reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 79,424 Dynatrace shares in Q4 2025, an estimated $3.85M.
  • Insight Wealth Strategies first reported a position in Dynatrace in Q2 2025 and held it in 2 quarters.
  • Insight Wealth Strategies's Dynatrace position peaked at $4.19M in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Insight Wealth Strategies's 13F filing for Q4 2025, filed 2 Jan 2026.