Curated Wealth Partners’s DT Midstream DTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$233K Buy
1,950
+242
+14% +$32.5K 0.02% 499
2026
Q2
$251K Sell
1,708
-14
-0.8% -$1.98K 0.03% 201
2026
Q1
$232K Hold
1,722
– – 0.03% 193
2025
Q4
$206K Buy
+1,722
New +$198K 0.02% 198

Other funds holding DTM

Curated Wealth Partners's DTM Position: Q3 2026 in Review

Curated Wealth Partners increased its DT Midstream (DTM) stake by 14% in Q3 2026, buying an estimated $32.5K and bringing the position to 1,950 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #499.

Curated Wealth Partners first reported a position in DTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $251K in Q2 2026. 219 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Curated Wealth Partners held 1,950 shares of DT Midstream worth $233K as of Q3 2026.
  • Curated Wealth Partners bought 242 DT Midstream shares in Q3 2026, an estimated $32.5K.
  • DT Midstream made up 0.02% of Curated Wealth Partners's portfolio in Q3 2026, its #499 holding.
  • Curated Wealth Partners first reported a position in DT Midstream in Q4 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's DT Midstream position peaked at $251K in Q2 2026.
  • 219 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.