Simon Quick Advisors’s Dynatrace DT Stock Holding History

Simon Quick 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 Q2	–	Sell	-4,995	Closed	-$236K	–	436
2025 Q1	$236K	Buy	+4,995	New	+$273K	0.01%	505

Other funds holding DT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simon Quick Advisors's DT Position: Q2 2025 in Review

Simon Quick Advisors sold out of Dynatrace (DT) in Q2 2025, closing a stake of 4,995 shares — an estimated $236K sold.

Simon Quick Advisors first reported a position in DT in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 626 funds tracked by Wall St. Rank hold DT as of Q2 2025.

Simon Quick Advisors reported no remaining Dynatrace position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 4,995 Dynatrace shares in Q2 2025, an estimated $236K.
Simon Quick Advisors first reported a position in Dynatrace in Q1 2025 and held it in 1 quarter.
Simon Quick Advisors's Dynatrace position peaked at $236K in Q1 2025.
626 funds tracked by Wall St. Rank held Dynatrace as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.