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Avion Wealth’s DT Midstream DTM Stock Holding History

Avion Wealth’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Buy
39
+7
+22% +$990 ﹤0.01% 783
2026
Q1 		$4K Sell
32
-4
-11% -$522 ﹤0.01% 703
2025
Q4 		$4K Buy
36
+4
+13% +$460 ﹤0.01% 698
2025
Q3 		$3K Hold
32
– – ﹤0.01% 739
2025
Q2 		$3K Sell
32
-8
-20% -$810 ﹤0.01% 714
2025
Q1 		$3K Hold
40
– – ﹤0.01% 628
2024
Q4 		$3K Buy
40
+8
+25% +$762 ﹤0.01% 626
2024
Q3 		$2K Hold
32
– – ﹤0.01% 668
2024
Q2 		$2K Hold
32
– – ﹤0.01% 603
2024
Q1 		$2K Hold
32
– – ﹤0.01% 663
2023
Q4 		$2K Hold
32
– – ﹤0.01% 550
2023
Q3 		$1K Hold
32
– – ﹤0.01% 605
2023
Q2 		$1K Buy
+32
New +$1.53K ﹤0.01% 557

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avion Wealth's DTM Position: Q2 2026 in Review

Avion Wealth increased its DT Midstream (DTM) stake by 22% in Q2 2026, buying an estimated $990 and bringing the position to 39 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Avion Wealth first reported a position in DTM in Q2 2023 and has held it in 13 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Avion Wealth held 39 shares of DT Midstream worth $5K as of Q2 2026.
  • Avion Wealth bought 7 DT Midstream shares in Q2 2026, an estimated $990.
  • DT Midstream made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #783 holding.
  • Avion Wealth first reported a position in DT Midstream in Q2 2023 and has held it in 13 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.