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Clearstead Advisors’s DT Midstream DTM Stock Holding History

Clearstead Advisors’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 		$103K Buy
704
+47
+7% +$6.65K ﹤0.01% 1280
2026
Q1 		$88.5K Sell
657
-355
-35% -$46.3K ﹤0.01% 1165
2025
Q4 		$121K Buy
1,012
+218
+27% +$25.1K ﹤0.01% 1067
2025
Q3 		$89.8K Hold
794
– – ﹤0.01% 1082
2025
Q2 		$87.3K Buy
794
+162
+26% +$16.4K ﹤0.01% 1105
2025
Q1 		$61K Hold
632
– – ﹤0.01% 1119
2024
Q4 		$62.8K Hold
632
– – ﹤0.01% 1112
2024
Q3 		$49.7K Hold
632
– – ﹤0.01% 1208
2024
Q2 		$44.9K Hold
632
– – ﹤0.01% 1190
2024
Q1 		$40.9K Hold
632
– – ﹤0.01% 810
2023
Q4 		$34.6K Sell
632
-632
-50% -$34.8K ﹤0.01% 832
2023
Q3 		$66.9K Buy
1,264
+104
+9% +$5.42K ﹤0.01% 825
2023
Q2 		$57.5K Hold
1,160
– – ﹤0.01% 706
2023
Q1 		$57.3K Hold
1,160
– – ﹤0.01% 634
2022
Q4 		$64.1K Sell
1,160
-50
-4% -$2.86K 0.01% 587
2022
Q3 		$63K Buy
1,210
+578
+91% +$31.2K 0.01% 569
2022
Q2 		$31K Hold
632
– – ﹤0.01% 716
2022
Q1 		$34K Buy
+632
New +$32.9K ﹤0.01% 754

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

Clearstead Advisors's DTM Position: Q2 2026 in Review

Clearstead Advisors increased its DT Midstream (DTM) stake by 7.2% in Q2 2026, buying an estimated $6.65K and bringing the position to 704 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Clearstead Advisors first reported a position in DTM in Q1 2022 and has held it in 18 quarters since. The position peaked at $121K in Q4 2025. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Clearstead Advisors held 704 shares of DT Midstream worth $103K as of Q2 2026.
  • Clearstead Advisors bought 47 DT Midstream shares in Q2 2026, an estimated $6.65K.
  • DT Midstream made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1280 holding.
  • Clearstead Advisors first reported a position in DT Midstream in Q1 2022 and has held it in 18 quarters since.
  • Clearstead Advisors's DT Midstream position peaked at $121K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.