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EP Wealth Advisors’s DT Midstream DTM Stock Holding History

EP Wealth Advisors’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 		$2.03M Buy
13,854
+11,419
+469% +$1.62M 0.01% 568
2026
Q1 		$328K Buy
+2,435
New +$318K ﹤0.01% 1106
2025
Q2 		$218K Buy
+1,987
New +$201K ﹤0.01% 1207

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

EP Wealth Advisors's DTM Position: Q2 2026 in Review

EP Wealth Advisors increased its DT Midstream (DTM) stake by 469% in Q2 2026, buying an estimated $1.62M and bringing the position to 13,854 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #568.

EP Wealth Advisors first reported a position in DTM in Q2 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • EP Wealth Advisors held 13,854 shares of DT Midstream worth $2.03M as of Q2 2026.
  • EP Wealth Advisors bought 11,419 DT Midstream shares in Q2 2026, an estimated $1.62M.
  • DT Midstream made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #568 holding.
  • EP Wealth Advisors first reported a position in DT Midstream in Q2 2025 and has held it in 3 quarters since.
  • 706 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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