Montag & Associates’s Dynatrace DT Stock Holding History

Montag & Associates’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	-63	Closed	-$3.05K	–	1019
2025 Q3	$3.05K	Buy	+63	New	+$3.19K	﹤0.01%	865

Other funds holding DT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Montag & Associates's DT Position: Q4 2025 in Review

Montag & Associates sold out of Dynatrace (DT) in Q4 2025, closing a stake of 63 shares — an estimated $3.05K sold.

Montag & Associates first reported a position in DT in Q3 2025 and held it in 1 quarter. The position peaked at $3.05K in Q3 2025. 663 funds tracked by Wall St. Rank hold DT as of Q4 2025.

Montag & Associates reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 63 Dynatrace shares in Q4 2025, an estimated $3.05K.
Montag & Associates first reported a position in Dynatrace in Q3 2025 and held it in 1 quarter.
Montag & Associates's Dynatrace position peaked at $3.05K in Q3 2025.
663 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.