IWA
DTM icon

Icon Wealth Advisors’s DT Midstream DTM Stock Holding History

Icon Wealth Advisors’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 		$390K Buy
2,656
+9
+0.3% +$1.27K 0.02% 305
2026
Q1 		$367K Buy
2,647
+28
+1% +$3.65K 0.02% 292
2025
Q4 		$313K Buy
2,619
+28
+1% +$3.22K 0.02% 310
2025
Q3 		$293K Buy
2,591
+293
+13% +$30.6K 0.02% 316
2025
Q2 		$253K Hold
2,298
– – 0.02% 335
2025
Q1 		$222K Sell
2,298
-212
-8% -$21.2K 0.02% 332
2024
Q4 		$250K Sell
2,510
-66
-3% -$6.29K 0.02% 335
2024
Q3 		$203K Buy
2,576
+4
+0.2% +$298 0.02% 356
2024
Q2 		$194K Buy
+2,572
New +$169K 0.02% 338
2022
Q4 		– Sell
-2,496
Closed -$130K – 353
2022
Q3 		$130K Buy
+2,496
New +$135K 0.02% 357

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

Icon Wealth Advisors's DTM Position: Q2 2026 in Review

Icon Wealth Advisors increased its DT Midstream (DTM) stake by 0.34% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,656 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #305.

Icon Wealth Advisors first reported a position in DTM in Q3 2022 and has held it in 10 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Icon Wealth Advisors held 2,656 shares of DT Midstream worth $390K as of Q2 2026.
  • Icon Wealth Advisors bought 9 DT Midstream shares in Q2 2026, an estimated $1.27K.
  • DT Midstream made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • Icon Wealth Advisors first reported a position in DT Midstream in Q3 2022 and has held it in 10 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.