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Curated Wealth Partners’s DT Midstream DTM Stock Holding History

Curated 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 		– Sell
-1,722
Closed -$232K – 846
2026
Q1 		$232K Hold
1,722
– – 0.03% 193
2025
Q4 		$206K Buy
+1,722
New +$198K 0.02% 198

Other funds holding DTM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Curated Wealth Partners sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 1,722 shares — an estimated $232K sold.

Curated Wealth Partners first reported a position in DTM in Q4 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 193 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Curated Wealth Partners reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 1,722 DT Midstream shares in Q2 2026, an estimated $232K.
  • Curated Wealth Partners first reported a position in DT Midstream in Q4 2025 and held it in 2 quarters.
  • Curated Wealth Partners's DT Midstream position peaked at $232K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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