HWM
DTM icon

HB Wealth Management’s DT Midstream DTM Stock Holding History

HB Wealth 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
Q2 		$789K Buy
5,376
+375
+7% +$53K ﹤0.01% 855
2026
Q1 		$674K Buy
5,001
+637
+15% +$83.1K ﹤0.01% 832
2025
Q4 		$522K Buy
4,364
+445
+11% +$51.1K ﹤0.01% 890
2025
Q3 		$443K Buy
3,919
+278
+8% +$29.1K ﹤0.01% 917
2025
Q2 		$400K Sell
3,641
-354
-9% -$35.9K ﹤0.01% 826
2025
Q1 		$385K Buy
3,995
+987
+33% +$98.8K ﹤0.01% 860
2024
Q4 		$299K Buy
+3,008
New +$286K ﹤0.01% 815

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

HB Wealth Management's DTM Position: Q2 2026 in Review

HB Wealth Management increased its DT Midstream (DTM) stake by 7.5% in Q2 2026, buying an estimated $53K and bringing the position to 5,376 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

HB Wealth Management first reported a position in DTM in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • HB Wealth Management held 5,376 shares of DT Midstream worth $789K as of Q2 2026.
  • HB Wealth Management bought 375 DT Midstream shares in Q2 2026, an estimated $53K.
  • DT Midstream made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #855 holding.
  • HB Wealth Management first reported a position in DT Midstream in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.