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Cassaday & Co Wealth Management’s DT Midstream DTM Stock Holding History

Cassaday & Co 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 		$44.2K Hold
301
– – ﹤0.01% 641
2026
Q1 		$40.5K Buy
+301
New +$39.3K ﹤0.01% 652

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

Cassaday & Co Wealth Management's DTM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its DT Midstream (DTM) position steady in Q2 2026 at 301 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Cassaday & Co Wealth Management first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Cassaday & Co Wealth Management held 301 shares of DT Midstream worth $44.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #641 holding.
  • Cassaday & Co Wealth Management first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.