GI
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Gradient Investments’s DT Midstream DTM Stock Holding History

Gradient Investments’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 		$249K Buy
+1,699
New +$240K ﹤0.01% 426
2024
Q3 		– Sell
-91
Closed -$6.46K – 568
2024
Q2 		$6.46K Hold
91
– – ﹤0.01% 814
2024
Q1 		$5.56K Sell
91
-763
-89% -$42.5K ﹤0.01% 714
2023
Q4 		$46.8K Sell
854
-54
-6% -$2.97K ﹤0.01% 556
2023
Q3 		$48K Sell
908
-71
-7% -$3.7K ﹤0.01% 514
2023
Q2 		$48.5K Sell
979
-82
-8% -$3.92K ﹤0.01% 510
2023
Q1 		$52.4K Sell
1,061
-255
-19% -$13.2K ﹤0.01% 490
2022
Q4 		$72.7K Sell
1,316
-433
-25% -$24.7K ﹤0.01% 436
2022
Q3 		$91K Buy
1,749
+300
+21% +$16.2K ﹤0.01% 384
2022
Q2 		$71K Buy
1,449
+115
+9% +$6.28K ﹤0.01% 420
2022
Q1 		$72K Hold
1,334
– – ﹤0.01% 414
2021
Q4 		$64K Buy
1,334
+500
+60% +$24K ﹤0.01% 439
2021
Q3 		$39K Buy
+834
New +$36.5K ﹤0.01% 503

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

Gradient Investments's DTM Position: Q2 2026 in Review

Gradient Investments opened a new position in DT Midstream (DTM) in Q2 2026: 1,699 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Gradient Investments previously reported a position in DTM as recently as Q2 2024.

Gradient Investments first reported a position in DTM in Q3 2021 and has held it in 13 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Gradient Investments held 1,699 shares of DT Midstream worth $249K as of Q2 2026.
  • DT Midstream was a new Gradient Investments position in Q2 2026.
  • DT Midstream made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #426 holding.
  • Gradient Investments first reported a position in DT Midstream in Q3 2021 and has held it in 13 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.