Gladstone Institutional Advisory’s DT Midstream DTM Stock Holding History

Gladstone Institutional Advisory’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	$262K	Hold	1,785	–	–	0.01%	782
2026 Q1	$240K	Hold	1,785	–	–	0.01%	745
2025 Q4	$214K	Sell	1,785 -135	-7%	-$15.5K	0.01%	742
2025 Q3	$217K	Sell	1,920 -2	-0.1%	-$209	0.01%	740
2025 Q2	$211K	Buy	+1,922	New	+$195K	0.01%	702
2025 Q1	–	Sell	-2,060	Closed	-$205K	–	726
2024 Q4	$205K	Buy	+2,060	New	+$196K	0.01%	666

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gladstone Institutional Advisory's DTM Position: Q2 2026 in Review

Gladstone Institutional Advisory held its DT Midstream (DTM) position steady in Q2 2026 at 1,785 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #782.

Gladstone Institutional Advisory first reported a position in DTM in Q4 2024 and has held it in 6 quarters since. 712 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Gladstone Institutional Advisory held 1,785 shares of DT Midstream worth $262K as of Q2 2026.
Gladstone Institutional Advisory left its DT Midstream share count unchanged in Q2 2026.
DT Midstream made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #782 holding.
Gladstone Institutional Advisory first reported a position in DT Midstream in Q4 2024 and has held it in 6 quarters since.
712 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.