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OneDigital Investment Advisors’s Dynatrace DT Stock Holding History

OneDigital Investment 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
-5,097
Closed -$247K – 1529
2025
Q3 		$247K Sell
5,097
-1,205
-19% -$61K ﹤0.01% 1304
2025
Q2 		$348K Buy
+6,302
New +$316K ﹤0.01% 1079
2024
Q1 		– Sell
-5,100
Closed -$279K – 1106
2023
Q4 		$279K Buy
+5,100
New +$258K ﹤0.01% 939

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 $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 $1.9T AUM 41.92% 1-Year Est. Return

OneDigital Investment Advisors's DT Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Dynatrace (DT) in Q4 2025, closing a stake of 5,097 shares — an estimated $247K sold.

OneDigital Investment Advisors first reported a position in DT in Q4 2023 and held it in 3 quarters. The position peaked at $348K in Q2 2025. 661 funds tracked by Wall St. Rank hold DT as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Dynatrace position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,097 Dynatrace shares in Q4 2025, an estimated $247K.
  • OneDigital Investment Advisors first reported a position in Dynatrace in Q4 2023 and held it in 3 quarters.
  • OneDigital Investment Advisors's Dynatrace position peaked at $348K in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Dynatrace as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.