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Bernard Wealth Management’s DT Midstream DTM Stock Holding History

Bernard Wealth Management’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 		$2.58M Sell
17,569
-47
-0.3% -$6.65K 0.95% 24
2026
Q1 		$2.37M Buy
17,616
+363
+2% +$47.3K 1.01% 21
2025
Q4 		$2.06M Buy
17,253
+10
+0.1% +$1.15K 0.84% 23
2025
Q3 		$1.95M Sell
17,243
-101
-0.6% -$10.6K 0.81% 24
2025
Q2 		$1.91M Buy
17,344
+510
+3% +$51.7K 0.88% 23
2025
Q1 		$1.62M Buy
16,834
+104
+0.6% +$10.4K 0.79% 25
2024
Q4 		$1.66M Buy
+16,730
New +$1.59M 0.78% 25

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

Bernard Wealth Management's DTM Position: Q2 2026 in Review

Bernard Wealth Management reduced its DT Midstream (DTM) stake by 0.27% in Q2 2026, selling an estimated $6.65K and leaving 17,569 shares worth $2.58M. The position accounts for 0.95% of the portfolio, ranked #24.

Bernard Wealth Management 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.

  • Bernard Wealth Management held 17,569 shares of DT Midstream worth $2.58M as of Q2 2026.
  • Bernard Wealth Management sold 47 DT Midstream shares in Q2 2026, an estimated $6.65K.
  • DT Midstream made up 0.95% of Bernard Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Bernard Wealth Management 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 Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.