Wood Tarver Financial Group’s Dynatrace DT Stock Holding History

Wood Tarver Financial Group’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	-7	Closed	–	–	287
2025 Q2	$0	Hold	7	–	–	﹤0.01%	619
2025 Q1	$331	Hold	7	–	–	﹤0.01%	668
2024 Q4	$0	Buy	+7	New	+$382	﹤0.01%	640

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wood Tarver Financial Group's DT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Dynatrace (DT) in Q3 2025, closing a stake of 7 shares.

Wood Tarver Financial Group first reported a position in DT in Q4 2024 and held it in 3 quarters. The position peaked at $331 in Q1 2025. 625 funds tracked by Wall St. Rank hold DT as of Q3 2025.

Wood Tarver Financial Group reported no remaining Dynatrace position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 7 Dynatrace shares in Q3 2025.
Wood Tarver Financial Group first reported a position in Dynatrace in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Dynatrace position peaked at $331 in Q1 2025.
625 funds tracked by Wall St. Rank held Dynatrace as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.