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INVST’s DT Midstream DTM Stock Holding History

INVST’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
Q1 		– Sell
-7,085
Closed -$848K – 352
2025
Q4 		$848K Sell
7,085
-587
-8% -$67.5K 0.09% 177
2025
Q3 		$867K Sell
7,672
-167
-2% -$17.5K 0.1% 169
2025
Q2 		$862K Sell
7,839
-330
-4% -$33.4K 0.11% 157
2025
Q1 		$788K Sell
8,169
-3,396
-29% -$340K 0.11% 149
2024
Q4 		$1.15M Sell
11,565
-187
-2% -$17.8K 0.14% 98
2024
Q3 		$924K Sell
11,752
-231
-2% -$17.2K 0.11% 113
2024
Q2 		$841K Sell
11,983
-789
-6% -$51.8K 0.09% 118
2024
Q1 		$782K Buy
+12,772
New +$711K 0.09% 127

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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

INVST's DTM Position: Q1 2026 in Review

INVST sold out of DT Midstream (DTM) in Q1 2026, closing a stake of 7,085 shares — an estimated $848K sold.

INVST first reported a position in DTM in Q1 2024 and held it in 8 quarters. The position peaked at $1.15M in Q4 2024. 682 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • INVST reported no remaining DT Midstream position as of Q1 2026 after selling out during the quarter.
  • INVST sold 7,085 DT Midstream shares in Q1 2026, an estimated $848K.
  • INVST first reported a position in DT Midstream in Q1 2024 and held it in 8 quarters.
  • INVST's DT Midstream position peaked at $1.15M in Q4 2024.
  • 682 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.