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Global Wealth Strategies & Associates’s DT Midstream DTM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-100
Closed -$13.5K – 191
2026
Q1 		$13.5K Hold
100
– – ﹤0.01% 290
2025
Q4 		$12K Hold
100
– – ﹤0.01% 293
2025
Q3 		$11.3K Buy
+100
New +$10.4K ﹤0.01% 276

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 $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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 $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Wealth Strategies & Associates's DTM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 100 shares — an estimated $13.5K sold.

Global Wealth Strategies & Associates first reported a position in DTM in Q3 2025 and held it in 3 quarters. The position peaked at $13.5K in Q1 2026. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 DT Midstream shares in Q2 2026, an estimated $13.5K.
  • Global Wealth Strategies & Associates first reported a position in DT Midstream in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's DT Midstream position peaked at $13.5K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.