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NewSquare Capital’s Dynatrace DT Stock Holding History

NewSquare Capital’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
-367
Closed -$20.3K – 462
2025
Q2 		$20.3K Buy
367
+137
+60% +$6.86K ﹤0.01% 475
2025
Q1 		$10.8K Buy
230
+224
+3,733% +$12.3K ﹤0.01% 524
2024
Q4 		$326 Buy
+6
New +$327 ﹤0.01% 799
2024
Q1 		– Sell
-580
Closed -$31.7K – 459
2023
Q4 		$31.7K Buy
+580
New +$29.3K ﹤0.01% 214

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

NewSquare Capital's DT Position: Q3 2025 in Review

NewSquare Capital sold out of Dynatrace (DT) in Q3 2025, closing a stake of 367 shares — an estimated $20.3K sold.

NewSquare Capital first reported a position in DT in Q4 2023 and held it in 4 quarters. The position peaked at $31.7K in Q4 2023. 627 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • NewSquare Capital reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 367 Dynatrace shares in Q3 2025, an estimated $20.3K.
  • NewSquare Capital first reported a position in Dynatrace in Q4 2023 and held it in 4 quarters.
  • NewSquare Capital's Dynatrace position peaked at $31.7K in Q4 2023.
  • 627 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.