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Ballentine Partners’s DT Midstream DTM Stock Holding History

Ballentine Partners’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 		$434K Buy
2,961
+417
+16% +$59K 0.01% 622
2026
Q1 		$343K Sell
2,544
-16
-0.6% -$2.09K ﹤0.01% 678
2025
Q4 		$306K Sell
2,560
-84
-3% -$9.65K ﹤0.01% 716
2025
Q3 		$299K Buy
2,644
+40
+2% +$4.18K ﹤0.01% 712
2025
Q2 		$286K Buy
2,604
+106
+4% +$10.7K ﹤0.01% 710
2025
Q1 		$241K Buy
2,498
+114
+5% +$11.4K ﹤0.01% 708
2024
Q4 		$237K Buy
+2,384
New +$227K ﹤0.01% 707

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

Ballentine Partners's DTM Position: Q2 2026 in Review

Ballentine Partners increased its DT Midstream (DTM) stake by 16% in Q2 2026, buying an estimated $59K and bringing the position to 2,961 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #622.

Ballentine Partners first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Ballentine Partners held 2,961 shares of DT Midstream worth $434K as of Q2 2026.
  • Ballentine Partners bought 417 DT Midstream shares in Q2 2026, an estimated $59K.
  • DT Midstream made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #622 holding.
  • Ballentine Partners first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.