Concord Wealth Partners’s DT Midstream DTM Stock Holding History

Concord Wealth 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	$60.2K	Buy	+410	New	+$58K	0.01%	343
2026 Q1	–	Sell	-410	Closed	-$49.1K	–	346
2025 Q4	$49.1K	Hold	410	–	–	0.01%	328
2025 Q3	$46.4K	Hold	410	–	–	0.01%	350
2025 Q2	$45.1K	Hold	410	–	–	0.01%	357
2025 Q1	$39.6K	Hold	410	–	–	0.01%	351
2024 Q4	$40.8K	Hold	410	–	–	0.01%	361
2024 Q3	$32.3K	Hold	410	–	–	0.01%	398
2024 Q2	$29.1K	Hold	410	–	–	0.01%	374
2024 Q1	$25.1K	Hold	410	–	–	﹤0.01%	457
2023 Q4	$22.5K	Hold	410	–	–	﹤0.01%	463
2023 Q3	$21.7K	Hold	410	–	–	﹤0.01%	498
2023 Q2	$20.3K	Hold	410	–	–	﹤0.01%	505
2023 Q1	$20.2K	Hold	410	–	–	0.01%	492
2022 Q4	$22.7K	Buy	+410	New	+$23.4K	0.01%	504
2022 Q3	–	Sell	-410	Closed	-$20K	–	406
2022 Q2	$20K	Buy	+410	New	+$22.4K	0.01%	541
2022 Q1	–	Sell	-410	Closed	-$20K	–	1306
2021 Q4	$20K	Hold	410	–	–	﹤0.01%	642
2021 Q3	$19K	Buy	+410	New	+$17.9K	0.01%	382

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Concord Wealth Partners's DTM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in DT Midstream (DTM) in Q2 2026: 410 shares worth $60.2K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DTM as recently as Q4 2025.

Concord Wealth Partners first reported a position in DTM in Q3 2021 and has held it in 17 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Concord Wealth Partners held 410 shares of DT Midstream worth $60.2K as of Q2 2026.
DT Midstream was a new Concord Wealth Partners position in Q2 2026.
DT Midstream made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #343 holding.
Concord Wealth Partners first reported a position in DT Midstream in Q3 2021 and has held it in 17 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.