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Opal Wealth Advisors’s Dynatrace DT Stock Holding History

Opal 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
Q3 		– Sell
-956
Closed -$52.8K – 294
2025
Q2 		$52.8K Sell
956
-2
-0.2% -$100 0.01% 371
2025
Q1 		$45.2K Buy
+958
New +$52.4K 0.01% 368
2024
Q3 		– Sell
-1,178
Closed -$52.7K – 462
2024
Q2 		$52.7K Buy
+1,178
New +$54.3K 0.02% 351

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 $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

Opal Wealth Advisors's DT Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Dynatrace (DT) in Q3 2025, closing a stake of 956 shares — an estimated $52.8K sold.

Opal Wealth Advisors first reported a position in DT in Q2 2024 and held it in 3 quarters. The position peaked at $52.8K in Q2 2025. 626 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 956 Dynatrace shares in Q3 2025, an estimated $52.8K.
  • Opal Wealth Advisors first reported a position in Dynatrace in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Dynatrace position peaked at $52.8K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.