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Forum Financial Management’s DT Midstream DTM Stock Holding History

Forum Financial Management’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
-4,321
Closed -$517K – 523
2025
Q4 		$517K Hold
4,321
– – 0.01% 453
2025
Q3 		$489K Buy
4,321
+588
+16% +$61.4K 0.01% 464
2025
Q2 		$410K Sell
3,733
-219
-6% -$22.2K 0.01% 496
2025
Q1 		$381K Buy
3,952
+561
+17% +$56.1K 0.01% 473
2024
Q4 		$337K Buy
3,391
+165
+5% +$15.7K 0.01% 544
2024
Q3 		$254K Buy
3,226
+4
+0.1% +$298 ﹤0.01% 601
2024
Q2 		$229K Buy
+3,222
New +$211K ﹤0.01% 605

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's DTM Position: Q1 2026 in Review

Forum Financial Management sold out of DT Midstream (DTM) in Q1 2026, closing a stake of 4,321 shares — an estimated $517K sold.

Forum Financial Management first reported a position in DTM in Q2 2024 and held it in 7 quarters. The position peaked at $517K in Q4 2025. 683 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • Forum Financial Management reported no remaining DT Midstream position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,321 DT Midstream shares in Q1 2026, an estimated $517K.
  • Forum Financial Management first reported a position in DT Midstream in Q2 2024 and held it in 7 quarters.
  • Forum Financial Management's DT Midstream position peaked at $517K in Q4 2025.
  • 683 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.