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Marshall & Sterling Wealth Advisors’s Dynatrace DT Stock Holding History

Marshall & Sterling Wealth 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
-97
Closed -$4.7K – 422
2025
Q3 		$4.7K Hold
97
– – ﹤0.01% 514
2025
Q2 		$5.36K Sell
97
-5
-5% -$250 ﹤0.01% 475
2025
Q1 		$4.81K Buy
+102
New +$5.58K ﹤0.01% 480

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

Marshall & Sterling Wealth Advisors's DT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Dynatrace (DT) in Q4 2025, closing a stake of 97 shares — an estimated $4.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in DT in Q1 2025 and held it in 3 quarters. The position peaked at $5.36K in Q2 2025. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 97 Dynatrace shares in Q4 2025, an estimated $4.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Dynatrace in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Dynatrace position peaked at $5.36K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.