Elevation Wealth Partners’s DT Midstream DTM Stock Holding History

Elevation 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 Q1	–	Sell	-30	Closed	-$3.59K	–	1093
2025 Q4	$3.59K	Buy	+30	New	+$3.45K	﹤0.01%	691

Other funds holding DTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elevation Wealth Partners's DTM Position: Q1 2026 in Review

Elevation Wealth Partners sold out of DT Midstream (DTM) in Q1 2026, closing a stake of 30 shares — an estimated $3.59K sold.

Elevation Wealth Partners first reported a position in DTM in Q4 2025 and held it in 1 quarter. The position peaked at $3.59K in Q4 2025. 680 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

Elevation Wealth Partners reported no remaining DT Midstream position as of Q1 2026 after selling out during the quarter.
Elevation Wealth Partners sold 30 DT Midstream shares in Q1 2026, an estimated $3.59K.
Elevation Wealth Partners first reported a position in DT Midstream in Q4 2025 and held it in 1 quarter.
Elevation Wealth Partners's DT Midstream position peaked at $3.59K in Q4 2025.
680 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.