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Shell Asset Management’s Dynatrace DT Stock Holding History

Shell Asset 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 		$686K Sell
14,169
-2,421
-15% -$123K 0.07% 292
2025
Q2 		$916K Buy
16,590
+7,653
+86% +$383K 0.03% 383
2025
Q1 		$421K Hold
8,937
– – 0.02% 510
2024
Q4 		$486K Buy
8,937
+2,949
+49% +$161K 0.02% 499
2024
Q3 		$320K Buy
+5,988
New +$285K 0.01% 658
2024
Q1 		$268K Sell
5,988
-3,857
-39% -$201K 0.01% 714
2023
Q4 		$538K Sell
9,845
-6,166
-39% -$312K 0.02% 491
2023
Q3 		$748K Buy
16,011
+263
+2% +$12.9K 0.03% 424
2023
Q2 		$811K Sell
15,748
-1,104
-7% -$51.7K 0.03% 419
2023
Q1 		$713K Buy
16,852
+423
+3% +$17.1K 0.03% 448
2022
Q4 		$629K Sell
16,429
-2,775
-14% -$101K 0.03% 458
2022
Q3 		$668K Sell
19,204
-4,928
-20% -$191K 0.03% 458
2022
Q2 		$952K Buy
24,132
+21,489
+813% +$855K 0.03% 430
2022
Q1 		$124K Hold
2,643
– – ﹤0.01% 1261
2021
Q4 		$160K Buy
2,643
+2,524
+2,121% +$172K ﹤0.01% 1260
2021
Q3 		$8K Sell
119
-808
-87% -$53K ﹤0.01% 1372
2021
Q2 		$54K Buy
927
+411
+80% +$21.5K ﹤0.01% 1439
2021
Q1 		$25K Sell
516
-881
-63% -$42.7K ﹤0.01% 1434
2020
Q4 		$60K Buy
1,397
+818
+141% +$32.5K ﹤0.01% 1341
2020
Q3 		$24K Hold
579
– – ﹤0.01% 1367
2020
Q2 		$24K Buy
+579
New +$19.1K ﹤0.01% 1362

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shell Asset Management's DT Position: Q3 2025 in Review

Shell Asset Management reduced its Dynatrace (DT) stake by 15% in Q3 2025, selling an estimated $123K and leaving 14,169 shares worth $686K. The position accounts for 0.07% of the portfolio, ranked #292.

Shell Asset Management first reported a position in DT in Q2 2020 and has held it in 21 quarters since. The position peaked at $952K in Q2 2022. 625 funds tracked by Wall St. Rank hold DT as of Q3 2025.

  • Shell Asset Management held 14,169 shares of Dynatrace worth $686K as of Q3 2025.
  • Shell Asset Management sold 2,421 Dynatrace shares in Q3 2025, an estimated $123K.
  • Dynatrace made up 0.07% of Shell Asset Management's portfolio in Q3 2025, its #292 holding.
  • Shell Asset Management first reported a position in Dynatrace in Q2 2020 and has held it in 21 quarters since.
  • Shell Asset Management's Dynatrace position peaked at $952K in Q2 2022.
  • 625 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.