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Brown Wealth Management’s DT Midstream DTM Stock Holding History

Brown 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
Q3 		$209K Sell
1,748
-24
-1% -$3.22K 0.05% 130
2026
Q2 		$260K Hold
1,772
– – 0.06% 120
2026
Q1 		$239K Buy
1,772
+24
+1% +$3.13K 0.06% 110
2025
Q4 		$209K Buy
+1,748
New +$201K 0.06% 107

Other funds holding DTM

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Bright Rock Capital Management
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Brown Wealth Management's DTM Position: Q3 2026 in Review

Brown Wealth Management reduced its DT Midstream (DTM) stake by 1.4% in Q3 2026, selling an estimated $3.22K and leaving 1,748 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #130.

Brown Wealth Management first reported a position in DTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2026. 105 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Brown Wealth Management held 1,748 shares of DT Midstream worth $209K as of Q3 2026.
  • Brown Wealth Management sold 24 DT Midstream shares in Q3 2026, an estimated $3.22K.
  • DT Midstream made up 0.05% of Brown Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Brown Wealth Management first reported a position in DT Midstream in Q4 2025 and has held it in 4 quarters since.
  • Brown Wealth Management's DT Midstream position peaked at $260K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.