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Sendero Wealth Management’s Dynatrace DT Stock Holding History

Sendero Wealth Management’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
-93,427
Closed -$5.16M – 190
2025
Q2 		$5.16M Buy
93,427
+22,527
+32% +$1.13M 0.64% 36
2025
Q1 		$3.34M Buy
70,900
+10,477
+17% +$573K 0.46% 44
2024
Q4 		$3.28M Buy
60,423
+23,798
+65% +$1.3M 0.49% 43
2024
Q3 		$1.96M Buy
36,625
+8,298
+29% +$395K 0.31% 52
2024
Q2 		$1.27M Buy
28,327
+17,629
+165% +$812K 0.21% 64
2024
Q1 		$497K Buy
+10,698
New +$557K 0.09% 128

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

Sendero Wealth Management's DT Position: Q3 2025 in Review

Sendero Wealth Management sold out of Dynatrace (DT) in Q3 2025, closing a stake of 93,427 shares — an estimated $5.16M sold.

Sendero Wealth Management first reported a position in DT in Q1 2024 and held it in 6 quarters. The position peaked at $5.16M in Q2 2025. 626 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Sendero Wealth Management reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 93,427 Dynatrace shares in Q3 2025, an estimated $5.16M.
  • Sendero Wealth Management first reported a position in Dynatrace in Q1 2024 and held it in 6 quarters.
  • Sendero Wealth Management's Dynatrace position peaked at $5.16M in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.