Corient Private Wealth
DTM icon

Corient Private Wealth’s DT Midstream DTM Stock Holding History

Corient Private Wealth’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 		$2.08M Sell
14,182
-5,693
-29% -$805K ﹤0.01% 1367
2026
Q1 		$2.48M Buy
19,875
+1,213
+6% +$158K ﹤0.01% 1154
2025
Q4 		$2.24M Sell
18,662
-839
-4% -$96.4K ﹤0.01% 1093
2025
Q3 		$2.21M Sell
19,501
-1,431
-7% -$150K ﹤0.01% 1019
2025
Q2 		$2.3M Sell
20,932
-455
-2% -$46.1K ﹤0.01% 977
2025
Q1 		$2.06M Sell
21,387
-1,200
-5% -$120K ﹤0.01% 972
2024
Q4 		$2.25M Buy
22,587
+1,738
+8% +$165K ﹤0.01% 954
2024
Q3 		$1.64M Sell
20,849
-169
-0.8% -$12.6K ﹤0.01% 1189
2024
Q2 		$1.49M Sell
21,018
-220
-1% -$14.4K ﹤0.01% 1167
2024
Q1 		$1.3M Buy
21,238
+1,078
+5% +$60K ﹤0.01% 1223
2023
Q4 		$1.1M Buy
20,160
+2,592
+15% +$143K ﹤0.01% 1246
2023
Q3 		$930K Buy
17,568
+2,012
+13% +$105K ﹤0.01% 1220
2023
Q2 		$771K Sell
15,556
-308
-2% -$14.7K ﹤0.01% 1249
2023
Q1 		$783K Buy
15,864
+5,683
+56% +$295K ﹤0.01% 1187
2022
Q4 		$563K Buy
+10,181
New +$582K ﹤0.01% 1105

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

Corient Private Wealth's DTM Position: Q2 2026 in Review

Corient Private Wealth reduced its DT Midstream (DTM) stake by 29% in Q2 2026, selling an estimated $805K and leaving 14,182 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Corient Private Wealth first reported a position in DTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.48M in Q1 2026. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Corient Private Wealth held 14,182 shares of DT Midstream worth $2.08M as of Q2 2026.
  • Corient Private Wealth sold 5,693 DT Midstream shares in Q2 2026, an estimated $805K.
  • DT Midstream made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1367 holding.
  • Corient Private Wealth first reported a position in DT Midstream in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's DT Midstream position peaked at $2.48M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.