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Dynatrace shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Dynatrace (DT) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Dynatrace

Tip: Access up to 7 years of quarterly data

All positions including Dynatrace held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dynatrace by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $21M 375k 55.21
2025-03-31 $11M 236k 47.15
2024-12-31 $15M 271k 54.35
2024-09-30 $15M 283k 53.47
2024-03-31 $9.8M 211k 46.44
2023-12-31 $462k 8.5k 54.69

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Dynatrace

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Ubs Global Asset Management Americas
American Century Companies
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Henderson Group
Geode Capital Management
RGM Capital
FMR
Jpmorgan Chase & Co

View all funds holding Dynatrace